Q & A neRafael Coven weCleantech Index
Zvinonakidza kutarisa kumashure kwokuti vadzidzisi vemabhizimisi vakaona sei zvino makore 5-10 apfuura.
Kunyange zvazvo dzimwe itsva dzichigadzira sekuti YieldCos yakaita zvisina kunaka, maitiro avo anoenzanisa zvakaenzana nematambudziko emagariro emagariro evanhu akadai seMLPs ayo akafambirawo zvisina kunaka, sezvo nyika iri kuwana mari shoma ine simba.
Kuchenesa ishoko rakakura rinobatanidza huwandu hwemabhizimisi kusanganisira simba, kutakurwa, zvekurima, nekugadzirisa zvakare. Makambani makumi mapfumbamwe nematanhatu ehurumende akanyorwa muCleantech Index ndiwo makambani eCoven anotenda ari kuwedzera "matanho ematambudziko makuru anotarisana neNyika maererano nehupfumi, zvakatipoteredza, uye hutano hwevanhu."
The Cleantech Index yakatangwa kumavambo kwa2006 uye muna 2007 yakagadzirisa S & P 500 ne 37.4 muzana. Mari mbiri dzekushinhana-yekutengesa mari (ETFs) dzinobva paCleantech Index: PowerShares Cleantech Portfolio ETF (Amex: PZD) uye KSM Cleantech ETF (Bloomberg: KSMCLNT: IT) muIsrael.
Coven, uyo anogara kuBaltimore, ane makore anopfuura makumi maviri ezvakaitika semutungamiriri, mutengesi, uye mutengesi pakati pekambani ye cleantech. Anobata MBA kubva Northwestern University yeKellogg School. Ndakataura naye munguva ichangopfuura nezvekambani ye cleantech uye kuti yakabatana sei nehuwandu hwevanhu vanoita mari.
Q. Misika ye cleantech yakakura zvakadini nekukura kwayo.
Coven . "Mune mazana emabhiriyoni emadhora maererano nemitengo yakatengeswa asi iyo yakaoma kuenzanisa nokuti iwe uri kutaura nezvezvinhu zvemakambani asina kutengeswa pachena kana zvigadzirwa zvinogona kuitwa nemasangano ehurumende.
Asi yakakura uye kukura kwezviitiko zvinoshamisa. Zvinopfuura 20 muzana pagore mune dzimwe nzvimbo uye 50 kana 100 muzana kune vamwe, zvichienderana nehumwe hukamu. "
Sei zvakanyanya kuoma kuenzanisa iyi indasitiri?
Coven . "Hapasi mhizha ye cleantech. Kuchenesa kunoderedza zvese zvemabhizimisi. Kune chine cleantech michina nemashandiro. Inoderedza hurairi, zvishandiso zvitsva uye kune makambani akawanda e cleantech asiri cleantech, asi ane bhizimusi rakakura. Tarisa paGener Electric. Tumi muzana yebhizimisi raro ndiro mvura yakachena uye simba remhepo uye magetsi anoshanda. Asi havaiti zvakakwana zvekutengesa kwavo kubva kumigetsi ye cleantech kuti vakwanise mune zvemhizha. "
Chii chinoita kuti hurumende ikure?
Coven . "Chiitiko chacho chikuru. Tiri munzira isingagoneki yehupenyu hwenyika ino, asi tine vanhu vanosvika mabhiriyoni 2.3 vachiuya panyika kuburikidza ne2050. Tichadyisa sei uye tivapfeke? Mari yavo inowedzera uye inoda kudya zvimwe zvigaro maererano nehupfumi nemabasa. Chinangwa changu ndechokucherechedza mamiriro acho. Saka makambani anonyanya kuwanda kwebhizimisi ravo rakabatana nemafungiro iwayo ndivanaani vatiri kuedza kutevera. "
Ko Cleantech Index uye shanduro yekutengesa mari yawakabvumirwa yakasiyana sei nemamwe mashandisirwe emari?
Coven. "Simba rine anenge 30 kusvika ku50 muzana ye cleantech. Asi panewo mvura, zvekurima, zvinhu zvitsva, teknolojia yekufambisa, kushandiswa kwemabhizimisi tekombiki uye makambani anoita unhu hwekupoteredza.
"Zvakawanda zvevamwe mari isingashandisi simba zvinosanganisira zvinhu zvatisingazomboiti. Vane kambani dzakawanda dzeakinori yezviyo. Hatingazombotauri izvozvo nokuti tinofunga kuti ibhizimisi risina musoro kubva mune zvakatipoteredza, zvehupfumi uye zvehutano. Vanogona kuchengetedza zvakawanda mumakambani anoita mafuta emasero. Hatina kumboona kambani yefeteri yekare inenge iri pedyo nekubatsira. Isu hatina mari yekutsvaga muhutano hwakachena hwemalahle nokuti hatina kuona chero iyo inoshanda. "
Nezvo zvose izvi kukura uye muzvikwereti kufarira, chii chinonzi bubble cleantech inokura?
Coven . "Panogona kunge kune nguva yakawanda inopisa mune zvose zviri kupisa nhasi.
Asi nzvimbo dzakawanda dze cleantech dzisina kufanirwa. Panogona kunge kune bhururo ikozvino mu photovoltaics yezuva uye mune mamwe marudzi e biofuel. Asi kune dzimwe nzvimbo mumvura yakadzika uye kudya kwezvokudya izvo zvisingambogunzwi uye kupisa kwezuva kuri kungotanga kukwezva madhora chaiwo. "
Zviri pachena kuti une chinyorwa chinopfuurira mberi, asi iwe ungakwanise sei kupinda mune zvemagariro evanhu vanoita mari?
Coven . "Isu hatisi mari inotarisirwa kutenga mari. Asi isu tiri vakakwidziridzwa zvikuru kuRIM investing. "
Nei zvakadaro?
Coven . "Kana kambani imwe neimwe ichiita zvakanaka uye yakasununguka mune zvehupfumi, ingadai isingakwanikidzi kuti tive munzira yekusimudzira. Hazvizopinduri matambudziko evanhu vanosvika mabhiriyoni maviri ari kuuya panyika uye kushandiswa kwemichina. Iwe unotodikanwa kuva ne-teknolojia-inotungirirwa zvigadzirwa kupa mhinduro. "
"Nzvimbo dzakawanda dzekugadzirisa mari dzevanhu munharaunda dzinochengetwa kubva pane zvisingaiti zvakasvibirira izvo zvakasimudza makambani mumabhomba nekusvibisa. Asi iwe unopedzisira uine chikwereti chisingambove nemakambani emagetsi uye iwe unowana purojekti inotadza mumakambani maduku uye emadzinza, zvikurukuru mune teknolojia. Nokuwedzera kanyori ye cleantech kudzokera kumushumoti we SRI, unowana simba rako rekutsvaga simba uye teknolojia yako maduku uye midcap. "
Pakupedzisira, nhamba yako uye iyo yose yemusika yave iri pasi muna 2008, asi chii chave chave chiri kuisa pabasa rako?
Coven . "Solar yatora kurova gore rino - solar photovoltaic kunyanya. Asi nekufamba kwenguva makambani edu akasimba mukukura kwehupenyu - kukura kushambadzira kwavo nemari kuburikidza nokutengesa zvimwe michina - kusiyana nekukura kuburikidza nokutenga mamwe makambani kana kungosimudza mitengo. "