Recycling Cosmetics

Every household has a cabinet in the bathroom that is overflowing with cosmetics. Earlier cosmetics were the preserve of women. However, increasingly men are taking to cosmetics leading to competition for the space in that cabinet.  The global cosmetics market was valued at $380.2 billion in 2019 and is projected to reach $463.5 billion byContinue reading “Recycling Cosmetics”

The Value-Action Gap and Sustainability

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”

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”

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”