A hat tip to StreetInsider.com for these notes from Friedman Billings & Ramsey regarding China’s solar policy.  As you probably know the solars took off in a big yesterday, particularly the big China plays such as Suntech (STP) and Trina Solar (TSL). They ran on a report that China would be supportive of local solar development and offer subsidies but details have been fuzzy.

After some extensive checks with their contacts in China, FBR is … Read the rest