Greetings from north of Seattle where Marina and I are this week spoiling our granddaughter. Meanwhile, the energy sector is finally showing some signs of leveling off. This has been a rocky ride, fueled by emotional investors, a far too tentative Fed, and some troubling signals from emerging markets in general, and from China in particular.
As the bottom forms, there are some initial plays warranted. The initial signal, on the other hand, has emerged from renewables.
Now, it is always difficult to move back into a Chinese-based company in the current market situation. However, the solar sector is moving into the higher stratum of most energy analysts' hit lists. When that occurs, as we have seen on several previous occasions, JKS moves rather quickly into the forefront.