Lately my research has taken me to India...
Land of the 9% GDP growth rate...
Land of the billion English speakers...
Land of the well-educated workforce...
Land of the lagging infrastructure.
Here's where it gets very, very interesting for green investments and those who tend toward them.
India's infrastructure is massively underdeveloped. I'm talking about roads, bridges, electricity, communications, ports and buildings.
However, the country is undertaking a massive infrastructure buildout that - with the help of hundreds of billions from the government - is striving to address the infrastructure shortfall.
Two Forces Combining... for Big Gains: Cleantech and India
Bottom line: India can choose to build out its energy and building infrastructure any way it pleases. Of course, in an energy-starved nation, efficiency is absolutely paramount, much moreso than it is, say, here in the U.S.
Where my neighbor trims his rose bushes with what looks like a small, gas-powered 2-seater airplane.
Of course, that means that India will incorporate the very latest in energy efficient technologies (cleantech) into its infrastructure buildout.
The big opportunity here for investors is in India's cleantech future. Right now I'm researching a company that could be perfectly poised to take advantage of this long-term boom... not only in cleantech but in India itself.
Indian Cleantech... Two Ways to Play It?
It's called Conergy.
If you're a greenie, you've probably heard of this alternative energy company. If not, you should check it out. This could be the ultimate India cleantech play right now. Unfortunately, the shares only trade on overseas markets at the moment, so unless an ADR is made available, we might have to delve into the international markets... or wait.
The other possibility here is Sterlite Industries. This company is providing copper and power plants across the country and IPO'd in the U.S. just 7 months ago. I like it as a cleantech India play but need to do more research into the fundamentals here, and the specific green policies of Sterlite.
More to come, along with an official recommendation if we can find a good one.
Renewed Vow: No More OTC Stocks
NOTE: I'm renewing my vow to never recommend bulletin-board or over-the-counter stocks at Green Investments again. For some reason, Green Energy Resources and D1 Oils are both sucking wind, majorly. No bad earnings announcements... no bad management decisions. Just huge contracts, good news, dividend announcements... and sinking stock prices.
As Einstein said: Insanity is doing the same thing over and over and expecting different results. Shoulda learned my lesson on BB stocks.
Happy Turkey Day,
Thursday, November 22, 2007
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