Chinese Solar Stocks Bull or Bust

Discussion in 'Stocks' started by theshark726, Apr 19, 2009.

  1. So......

    China Solar Stocks

    Bull: Massive demand will prevail as solar energy becomes more efficient and Chinese will be most profitable due to population?

    Or

    Bust: Chinese government and politics will limit and scalp profits making it difficult for these potential winners to ever prevail?

    What's your take?
     
  2. Bust: Because OB is encouraging manufacturing in US and is not supporting anything foreign. Most of the solar companies are from China ( SOLF, TSL, YGE, CSIQ <Mfg in China>) and they are all down whereas look at First Solar which has mfg in US. Also they are on small scale so you never know which one will prevail in upcoming economy (Boom, depression or recession - anything). Large cap energy comanies are also diversifying themselves in renewable energy sources so the safe bet I would say is to invest in large cap.