Solar expert: "Solar sales will be surprising"

"Solar sales will be surprising and that is not yet included in market expectations", says Jon Sigurdsen, fund manager with DnB NOR Asset Management. Sigurdsen sees a strong potential in the solar environment: "Nevertheless - an investor should be careful when picking a solar company. He needs to look for a good business model." One of the largest stocks in Sigurdsen's fund is from the solar field: STR Holdings. The U.S. company makes 6,5 % in his fund. "The potential is the leading market position with hard to produce EVA material", Sigurdsen says. The fund manager keeps a close eye on renewable energies in term of battery production. Sigurdsen expects that the batteries that are needed for electric traction will have to become more efficient. "Battery producers from Korea are very interesting", Sigurdsen explains in Boersenplatz 5.

Looking for the German version of the interview? Click here.

Hier geht's zum Video