Implications Of The Coming Capex In Coal by Sanjay Bakshi, Fundoo Professor
I wrote this mail to myself after reading several articles on the coming capex in coal and thought of sharing it with you.
Begin forwarded message:
From: Sanjay Bakshi <sanjay.bakshi>
Subject: Very balanced article on India’s dependence on Coal
Date: 27 May 2015 17:47:06 IST
To: Sanjay Bakshi <sanjay.bakshi>
http://www.theguardian.com/news/2015/may/27/why-india-is-captured-by-carbon?
Apart from huge investments in solar power, India is going to see huge expansion of coal mining capacity.
Abundant and cheap energy could make many businesses vulnerable to disruption (e.g. genset, inverter, and battery manufacturers). Overall, I am very cagey about investing in businesses that generate or store energy. But there will be other businesses which will benefit from this huge capex – businesses...
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