jabez

Which Solar Stocks Will Continue To Shine?

Jack says "... some folks consider non-American companies inherently more risky."

Chinese companies are! Consider that the shareholders of major steel and energy companies are required to subsidize the situation in Sichuan, for example. Raw materials (e.g., coal) may be unavailable or more costly if supplies are tight, and the Party decides your company is 'unimportant'. Tax rates are arbitrary and likely to surge if the gov't experiences a decrease in revenues.

Note that the risks of corruption (from within the company, and/or from w/out) and/or poor accounting practices are both unknowable and may vary over time.

That said, I would like to mention the power situation in China. They lost a lot of hydro during the quake, aggravating pre-existing shortages. Their own scientists told the gov't dams were at risk in that area due to seismicity before the dams were built and now I think they may start to listen. This means abandonment and cancellation of hydro projects. Also, the quake has strengthened 'pro-environment' sentiment.

Doesn't seem unlikely that the gov't will push point-source generation, at least in rural areas...

Disclaimer -- not a Sino-expert, never been there, the above opining is my take on media information; also I own/have owned some Chinese solar, SDTH, and APWR.