Awareness of climate change, global warming and environmental risks among people is increasing by the day. Many surveys have shown that people prefer greener or sustainable alternatives to current products. However, these preferences or intentions often do not translate into consumption, lifestyles, or travel patterns. On the flip side, companies also do the same. AccordingContinue reading “The Value-Action Gap and Sustainability”
Author Archives: Utkarsh Majmudar
Budget 2022 and ESG
Here is my quick take on budget announcements related to ESG. Swappable batteries: The government proposes to bring a battery swapping policy. This will enable people in in urban areas who may not have charging facilities to utilise their electric vehicles. While this is late in coming, it is a welcome move. Sovereign green bonds:Continue reading “Budget 2022 and ESG”
Green Methanol and Shift to Net Zero
China, the United States and India are amongst the largest greenhouse gas emitters and their efforts to mitigate climate change come under great scrutiny. India, for instance, plans to become carbon neutral by 2070 and projects carbon emission reduction by one billion tonnes by 2030. China has somewhat similar goals. However, newer technologies are requiredContinue reading “Green Methanol and Shift to Net Zero”
The Expiry Date Challenge for Sustainability
One of the things that we often do is check the expiry date before purchasing something. We ask ourselves, “Can I consume it within time?” So, what happens to expired products. Expired products occur at three points – unsold expired products in company warehouses; unsold products at retail stores; and unused or partially used productsContinue reading “The Expiry Date Challenge for Sustainability”
ESG Investing and the Long-Short Strategy
ESG investing has been growing exponentially. According to Bloomberg, ESG assets are likely to rise to $53trillion by 2025, comprising a third of the global AUM. Most investment strategies are either exclusionary (do not buy “bad” stocks) or buy-and-hold. However, a relatively new strategy to ESG investing is the long-short strategy. This strategy involves buyingContinue reading “ESG Investing and the Long-Short Strategy”
Utkarsh Majmudar 