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OVERCAPACITY IN SOLAR INDUSTRY
China Shock 2.0: Surging Chinese exports threaten Europe's economy, raising concern at G7 summitEight years of U.S. tariffs have failed to curb China’s manufacturing strength, with Beijing posting a record $1.2 trillion trade surplus b...- China's subsidy edge poses biggest challenge to Make in IndiaAs Indian manufacturers navigate the challenging waters of global trade, they find themselves increasingly overshadowed by Chinese business...
- India counters US Section 301 probe claims of surplus capacity in textiles, steelIndia is pushing back against US allegations of excess production capacity in textiles and steel. Government officials argue that domestic ...
- CRISIL's Dharmakirti Joshi gives India a 7 out of 10 on growth durability; says private capex has the money but not the willIndia's economic growth remains strong and durable. Corporate India possesses robust financial health but lacks the confidence to invest. N...
- China escaped middle income trap but India still stuck in it; 4 economists debate if 6.5% growth is enough for Viksit BharatIndia's economic growth rate is robust, but experts caution it may not be sufficient for significant wealth creation. A key concern is the ...
- Solar module cos flag cell shortage; makers say demand can be met this yearSolar module makers face challenges with local cell sourcing rules. They report a significant gap between module manufacturing capacity and...
- Has China eaten Europe's lunch? A Brussels-Beijing battle is brewingEurope is adopting a tougher stance against China's industrial practices. A new strategy aims to protect European industries from unfair co...
- Want to jump into the 'China is back' rally? Tread carefullyInvestors are increasingly betting that “China is back” as the economy rebounds from years of deflation, helped by strong manufacturing, ex...
- Sanjay H Parekh bets big on Reliance, private banks, and domestic plays amid global uncertaintySohum Asset Managers is shifting its focus to largecap stocks for safety. The fund is overweighting domestic businesses and underweighting ...
- Iran war revives European rooftop solar demand to cut energy billsEuropean households are rapidly installing rooftop solar systems. This surge follows a sharp rise in power prices caused by the Iran war. C...
- US' 126% solar tariffs roil India’s glut-stricken panel makersA new 126% US tariff on Indian solar imports has significantly impacted exporter shares, as the industry grapples with overcapacity and pri...
- India’s solar boom hits module glut, upstream gaps persist: ReportIndia's solar module sector faces oversupply. The industry must now focus on strengthening upstream manufacturing like cells and wafers. Th...
- India's solar module sector faces shake-up as overcapacity looms, ICRA analysts sayThe country has authorised about 110 gigawatts (GW) of module capacity under its approved list of models and manufacturers, but only 70-75%...
- Overcapacity in solar module manufacturing to moderate profitability of firms, says ICRAIndia's solar module manufacturing capacity is set to surge, leading to overcapacity. This will impact profits for manufacturers and likely...
- Ambani’s Reliance a big gainer from China’s push to curb price wars, Morgan Stanley saysReliance Industries is poised to significantly benefit from China's efforts to curb overcapacity in key sectors and its own internal restru...
- Reliance Industries shares jump 2%. Is it about AGM or what China is doing?Reliance Industries shares rose over 2% after two days of losses, driven by upbeat brokerage calls post-AGM and a Morgan Stanley report hig...
- China's solar giants quietly shed a third of their workforces last yearChina's solar industry, facing overcapacity and price wars, witnessed significant job losses as major firms shed nearly one-third of their ...
- China's solar goes from supremacy to oversupplyBeijing invested over $50 billion in new solar supply capacity from 2011 to 2022, according to the International Energy Agency.
- Chinese overcapacity has significant spillovers around the world: USIn his remarks, Shambaugh said the US is not isolated in seeking to address negative spillovers from China's non-market practices.
- China industrial overcapacity has peaked, EIU report saysChinese electronics and other consumer goods sectors are experiencing a degree of overcapacity, but that’s likely temporary, the EIU said.
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