Is the Utility-Scale Solar Industry in a Finance Bubble?

February 9, 2019

The utility-scale solar market has gotten “frothy” in the last year and a half. A flood of new investors, like pension funds and insurance companies, now view solar as a stable asset. That “wall of money” going after a smaller pool of projects has created a market so competitive that many sponsors are willing to accept lower-than-average returns. Power-purchase agreement prices have also fallen to new lows, and contract terms…

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Why KM Birla is worried about India’s ‘positive’ growth

July 23, 2018

Industrialist Kumar Mangalam Birla today warned of near-term headwinds for the economy saying the rising oil prices, spiralling inflation, firming bond yields and a widening current account deficit are areas of concern. The present positive outlook gets a bit dimmed when one views the increasing trade protectionism, rising crude prices, geo-political risks and the uncertainty about tightening monetary policies in the advanced economies, Birla told the shareholders at the annual…

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