Posts Tagged ‘ Energy ’

China’s solar industry: a fine state of affairs

2011 was a rough year for China’s solar power manufacturing industry and has been seen to come home to roost in the recent round of 4th quarter result announcements. Gerry O’Kane has been sifting the figures and looking at developments in the solar market to asses their prospects. March saw a flurry of news...

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That Burma dam story in full

Follow the Money Tuesday, October 18th, 2011 By: Gerry O’Kane One simply cannot ignore the Burma/China debate over the Myitsone hydropower plant project, which the Burmese president Thein Sein cancelled unexpectedly earlier this month. The story has the cynics guffawing in the aisles. On the one hand you have a Chinese state administration spluttering...

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Agri-business land grabs forcing poverty in millions

Agri-business land grabs forcing poverty in millions

September 28, 2011 By: Gerry O’Kane International charity and pressure group Oxfam has released a report highlighting the problems that a modern “land rush” is bringing to poor communities. Fingers have been pointed at palm oil corporations and agribusinesses as being primarily responsible for many of the land deals that have left local communities...

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Sino-US wind subsidy agreement gets off to a rocky start

Sino-US wind subsidy agreement gets off to a rocky start

CleanBiz Asia, Sunday, June 19th, 2011 It has only taken a week for a Chinese enterprise and government body to breach the new Sino-US agreement to stop subsidies to China’s wind power firms. The China Ming Yang Wind Power Group has announced that it has entered into a “strategic framework co-operation agreement” with the...

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Active Strategies – currency hedging that delivers smarter risk management

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Currency Investor, Active currency management is getting a new breath of life. As global economies lurch towards stagnation and the thermometer of equity markets...

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Performance analytics – helping to bring transparency to the FX pricing process

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Currency Investor For years, many professional currency practitioners have seen trustees’ and investment managers’ eyes glaze over when asked two questions: how much they...

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Middle East: regional E-forex perspective

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Gerry O’Kane looks at growth in e-FX throughout the Middle Eastern markets and how resistance to electronic systems is changing rapidly in the fast...

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Timing: – just how important is it for achieving currency alpha?

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Currency Investor, Winter 2010 Within the equities world there has been some discussion over whether market timing is a viable investment strategy or simply...

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