Investing in undervalued Chinese Stocks while avoiding landmines

US-listed Chinese stocks have seen strong momentum in recent weeks — but investors are still at risk of the many landmines. One of the top-performing hedge fund managers shares his strategies for avoiding these landmines. Investing like a local Liao Maolin returned 30x over the past 5-years in his local Chinese hedge fund (BBG). Now…

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Russian invasion speeds up global clean energy plans

Lawmakers are taking steps to reduce Russian gas dependence with renewables being one solution — propelling wind and solar stocks to rise on the urgency… Accelerating a transition to green energy Europe’s oil & gas supply — over a third of which is from Russia — is at risk of a major disruption. As a…

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Energy storage stocks rides the renewable energy wave

One of the biggest problems with solar/wind energy is that when the sun stops shining and wind stops blowing — energy stops flowing. The answer (and better solution for Homer): energy storage. Can’t have solar or wind without energy storage Biden wants solar to make up 45% of US electricity by 2050 — an ambitious…

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The impact of COP26 and the global carbon market deal on stocks

The annual two-week COP26 climate summit — where global leaders lay out plans to tackle climate change — is nearing an end. And the results from the conference mean big implications for investors… Major announcements from the summit… 100+ countries vowed to end deforestation by 2030 — covering 85% of the world’s forest. 40+ countries…

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Solar stock’s breakout 2021 disrupted by supply chain issues

After a breakout 2020 for the solar industry, 2021 has been filled with supply chain and political issues. But solar stocks are finally having their moment — with the Invesco Solar ETF up 17% in the past month. Not always sunny in the solar industry 2021 was supposed to be another breakout year for solar….

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Solar stocks stands to benefit from Biden’s emission targets and policies

Solar stocks. Very nice. Solar outlook. Great Success. Last week, Biden’s administration released a study showing solar’s potential to produce 40% of the country’s energy by 2035 – building the case for further investment into the sector. Shining in the right direction The US installed ~15 gigawatts (GW) of solar power capacity last year –…

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