摘要：A chill wind has blown through international stock markets, and renewable energy companies have not been immune. A global index of solar stocks, the Claymore/MAC index, fell by over 50 per cent between April — when it started trading — and early November, while the New Energy Global Innovation Index fell by a huge 45 per cent in October alone.
Some have drawn parallels with the dot.com bubble when Internet start-up companies, based on marketing rather than real markets, came and went like mayflies. But this ignores hard and fast fundamentals that should make renewable energy companies far more robust and lasting.
