Climate risk is ultimately a valuation problem
A shorter version of this piece was originally posted on LinkedIn — this is the fuller version, with more detail on each valuation channel, the study’s findings, and the practical implications for investors and CFOs. Climate risk has moved from a sustainability footnote to a core driver of enterprise value. For years, it lived in…
Corporate Climate Data Has a Trust Problem
A shorter version of this piece was originally posted on LinkedIn — this is the fuller version, with more detail on the study’s findings and the global regulatory picture. More than half of major U.S. corporations quietly revise their reported emissions after the fact — and when they do, the errors overwhelmingly go in one…
Insetting or Offsetting: What’s the choice?
While we frequently read about carbon offsets, carbon insets are less commonly known. Carbon offsets, as we understand, are tradable “rights” or certificates linked to activities that reduce the amount of carbon dioxide (CO2) in the atmosphere. By purchasing these certificates, an individual or organisation can support projects that address climate change instead of decreasing their…
The Case for Urban Forests
Once upon a time, we lived an agrarian life and were surrounded by nature. Gradually, our lives turned urban, and now we are surrounded by concrete. Plants and trees that are critical lungs for human well-being have almost disappeared. This has brought forward the need to bring nature to the cities to make urban living…
Why decarbonising so tough?
Everyone agrees that decarbonisation is essential. The IMF estimates that global decarbonisation would have a net value of $85 trillion. The IPCC reports have consistently pointed to the pernicious effects of greenhouse gases (or carbon, in common parlance) and that we have probably missed the bus in achieving the goals that we set out in…
Biodiversity Is Not Just Planting Trees
The recent IPL tournament saw BCCI team up with Tata Group to plant 500 trees for every dot ball bowled during the 2024 playoffs and finals. While they do not talk of this as a biodiversity venture, there are many companies that talk of their work on biodiversity, but if you read their sustainability reports…
ESG Investing and AI
Artificial Intelligence (AI), machine learning, and natural language processing have taken a firm foothold, and companies are exploring opportunities to leverage their power. AI and related tools will help investors navigate companies’ financial performance prospects and environmental, social and governance (ESG) factors. Let’s look at some of the ways in which AI can support ESG…
𝐂𝐥𝐢𝐦𝐚𝐭𝐞 𝐟𝐢𝐧𝐚𝐧𝐜𝐞: 𝐁𝐞𝐲𝐨𝐧𝐝 𝐮𝐫𝐠𝐞𝐧𝐭
We are at the doorsteps of 2030, the year designated to reduce the global temperature increase to 1.5°C, and the picture is gloomy. Finance is a critical ingredient to saving our planet. And it seems to be in short supply. According to the IMF, the Asia-Pacific region faces a climate financing shortfall of at least $800…
Biomaterials: Past is the Future
Biomaterials have long been part of our lives. We lived in wooden houses, wore clothes made of natural fibres (cotton and wool), and lived a natural life. With advances in technology, we started living in concrete houses, powering our heating, cooling, and transportation with fossil fuels. Our everyday products were made from synthetic materials. Climate…
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