Das fracas perspectivas dos investimentos verdes

Lê-se na Reuters: Top hedge fund chiefs: short green tech, store gems. Um excerto:

Bet against solar energy, says famed short seller James Chanos. Squirrel away gems, advises bond guru Jeffrey Gundlach. Go long on discount retailer Family Dollar, counsels activist investor Bill Ackman.

Chanos threw cold water on alternative energy companies, saying that shares in wind turbine maker Vestas Wind Systems and solar panel maker First Solar Inc likely will fall.

Arguing that alternative energy may not create the jobs politicians predict, Chanos said he would likely offend the green movement with his bets.

"The cost of wind is 50 percent more expensive than natural gas," Chanos said, adding that Denmark-based Vestas would be a good company to bet against or sell short.

The environmental benefits of solar power are also questionable, he said. Chanos said he is certain that he is on the right path on First Solar because top managers are leaving the company. "We advise you to heed their warnings," he said, drawing both applause and laughter.