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Alien Sighting: The "No Surprise" Invasion - Introduction
Invading Chinese car makers are No Surprise. Traditional makers are not ready and governments are protecting them. Results are "No Suprise"
Arnold Kwong
Aug 1, 20241 min read


Dynamic India: Low Cost Venezuelan Crude Benefits Reliance and Other Refiners
India benefits from low cost Russian and Venezuelan crude oil. The benefits to India enable policy changes while Indian enterprises profit.
Arnold Kwong
Dec 15, 20233 min read


Dynamic India: Conflicts in EV/NEV Industry - The Tale of Tata Motors Part 2
Competition for investment creates problems for Tata Motors. Trends and technologies are investment intensive. Tata's case for investment.
Arnold Kwong
Dec 12, 20233 min read


Dynamic India: Conflict in the EV/NEV Industry – The Tale of Tata Motors Part I
Indian Tata Motors sees entry of manufacturers like Tesla/BYD into a market dominated by gas engines. Conflicts in Government goals comes.
Arnold Kwong
Dec 8, 20233 min read


Alien Sighting: Amazon Brings Alien Teamwork into Marketplaces - Part 3 Driving Costs Out of Sales
Amazon can now sell goods faster than others. Amazon Delivery is bigger than UPS and FedEx. See new Alien Invasions connected by Amazon.
Arnold Kwong
Dec 7, 20232 min read


Dynamic India: China Goes Cash Out
India seeks foreign investment to grow. China wants to be a big factor in India. Current tensions see Chinese investors withdrawing money.
Arnold Kwong
Nov 28, 20232 min read


Dynamic India: Navigating Sanctions to Achieve a Green Energy Transformation with Profits
India's green energy transformation will depend on navigating Russian crude sanctions in the near term. Electricity needs in 2030 are unmet.
Arnold Kwong
Nov 21, 20234 min read


Dynamic India Getting to “Must Have” – Part 2 TV in your hand
India wants smartphones to have TV in your hand. Smartphone makers see higher costs and higher consumer costs. See what is being fought ove
Arnold Kwong
Nov 17, 20232 min read


Alien Invaders: Catching the Wind is Hard - Part 6 A Taxing Problem
Wind energy is favored by governments with tax credits, subsidies, and preferences. Global problems are still delaying projects installation
Arnold Kwong
Nov 16, 20232 min read


Alien Invaders: Catching the Wind is Hard - Part 5 Getting Connected
Wind energy is favored by plans for renewable sources of electricity. Grid connections are proving harder to get completed worldwide..
Arnold Kwong
Nov 15, 20232 min read


Dynamic India Getting to “Must Have” – Part 1 NavIC Launches
A Dynamic India wants NavIC to be used in smartphones and devices. India needs to develop technologies and spend the money to join the elite
Arnold Kwong
Nov 14, 20232 min read


Alien Invaders: Catching the Wind is Hard - Part 4 Manufacturing
Global manufacturers are facing large money losses as wind energy rollouts go to scale. Green energy transformations are hard to sustain.
Arnold Kwong
Nov 14, 20232 min read


Alien Invaders: Catching the Wind is Hard - Part 3 Materials, Making, and Total Cost of Ownership
Costs for wind energy materials, manufacturing, and operations are climbing fast. Total cost of ownership is going up. See why and what.
Arnold Kwong
Nov 9, 20232 min read


Alien Invaders: Catching the Wind is Hard - Part 2 Financing Blows Up
Wind is huge in green energy transformation plans. Wind was going to invade electricity generation being cheap. See what's happening now.
Arnold Kwong
Nov 8, 20232 min read


Alien Invaders: Catching the Wind is Hard - Part 1
Wind Energy is key for green energy transformation. Global problems with wind technology/financing make goals hard to get. See why here.
Arnold Kwong
Nov 6, 20232 min read


Dynamic India: Crude Benefits Aid Changes
Reliance and refiners benefit from Russian crude as global prices shift. Opportunities for policy/ investment changes can benefit long term.
Arnold Kwong
Nov 4, 20232 min read


Alien Invader: Vodafone India Looks for Money and Value - Part 2
Vodafone India sought global benefits. Competition found VI. Strategic&Tactical choices are now limited for 3 key problems and 3 advantages.
Arnold Kwong
Nov 1, 20233 min read


Alien Invader: Vodafone India Looks for Money and Value
Vodafone India is losing. Money, subscribers, and brand value. VI has many needs while Government ownership continues. Whose money next?
Arnold Kwong
Oct 31, 20232 min read


Dynamic India: Energy Imports While Green Transformation Continues
India's electricity needs coal imports while a green transformation continues. Russian exports provide a window to benefits for India.
Arnold Kwong
Oct 28, 20232 min read


Dynamic India: Power to the People
India needs electrical power for people using AC, economic growth, and a green energy transformation. Changes are needed now from imports.
Arnold Kwong
Oct 24, 20233 min read
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