India: The Winner's Curse Will Be Back and Next Time, It Could Be in Renewables
Thermal Power in India and Winner's curse Around 12-13 years ago, when the Power Generation space had just opened up in India, there was mad rush...
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Coal Vision 2030: Tectonic Shift in India's Energy and Power Industry; Big Bad News for Coal India
Coal India Ltd (COAL IN) has released draft of its long term vision document on how the industry will look like in the context of several important...
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NTPC: Three Worrisome Data Points in 3Q Results and Why the Stock May Continue to Underperform?
NTPC Ltd (NTPC IN) reported 3Q results todayNTPC Ltd (NTPC IN) which is India's largest power generation utility (operating >50,000MW of...
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Power Grid: When Markets Are Booming, What Is Just Wrong with This Stock?
Power Grid Corporation Of India Limited (PWGR IN) has become an underperformerIn three years (from beginning of CY 14 till the end of CY 16),...
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India Renewables: Import Duty on Solar Modules = Difficulties for Developers and Viability Concerns
Government of India is considering a massive 70% duty on imported solar modules from foreign countries to counter the import threat especially from...
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