Here comes the sun…

The Chinese Solar Industry has endured a miserable decade. A classic tale of overcapacity spurred by easy credit and government subsidies. In particular, the Renewable...

High on Fibre, Low on NBN

“Carnage” is a word that comes to mind when thinking about the Australian telecom industry at the moment. Shares of major telecom players are down...

Flamingo – One in the hand

Josh’s recent trip to China involved meeting numerous thought leaders across several industries. In particular, there was one topic that seemed to feature in virtually...