Know Your Fund Manager | Sanjay Chawla, CIO – Equity, Baroda BNP Paribas Mutual Fund

Know Your Fund Manager | Sanjay Chawla, CIO – Equity, Baroda BNP Paribas Mutual Fund

Let’s start with your personal story I come from a family of engineers and I surprised my parents by not pursuing my engineering academic learnings professionally. I completed my Master of Management Studies (MMS) from the BITS, Pilani. My college is renowned for its rigorous academic programs and emphasis on both theoretical and practical knowledge, … Read more

L&T adds ESG targets to residual tenure of BofA loan

L&T adds ESG targets to residual tenure of BofA loan

Mumbai: Larsen & Toubro, the $23-billion engineering to information technology conglomerate, has introduced environmental, social and governance (ESG) goals into the remaining tenure of one of its loans from Bank of America (BofA), essentially agreeing to pay a higher rate in case it does not meet its water usage and greenhouse gas emission targets in … Read more

Preserving investments via ESG-driven stocks/funds. Is there a lesson from 2008 financial crisis?

Preserving investments via ESG-driven stocks/funds. Is there a lesson from 2008 financial crisis?

Following the recent implementation of strict regulatory compliances by financial custodians, various corporations have been actively seeking to align their operations with government mandates. To achieve this balance of managing routine operations with national regulations, companies are increasingly taking the ESG roadway. In recent years, there has been tremendous expansion and acceptance of the notion … Read more

Emergence of ESG compliances & its impact on MF landscape in India

Emergence of ESG compliances & its impact on MF landscape in India

The growth of Environment, Social, Governance (ESG) consciousness in India is phenomenal but still in its nascent stages. The fact that this growth is being carefully governed by a gradual implementation of several laws and regulations gives ample chance for integration of the ESG agenda with business operations. Correctly applied, this could lead to more … Read more

Adani credit facilities expose collateral web full of red flags

Adani credit facilities expose collateral web full of red flags

Financing arrangements across the Adani Group conglomerate have sent a fresh chill through ESG markets as investors wake up to a new risk. Norway’s largest pension fund, KLP, recently dumped its entire holding of shares in Adani Green Energy Ltd., the renewables part of the empire, amid concerns that it might inadvertently have helped finance … Read more

Win-win deals! Outperforming stocks that come with hefty dividends

Win-win deals! Outperforming stocks that come with hefty dividends

With bank fixed deposit (FD) rates hardly moving beyond the 6 per cent mark in a highly inflationary environment, dividend stocks are gaining traction. However, a handful of stocks have not only filled investor pockets with dividends but have also given handsome returns in a ruthless market. The list of such win-win stocks include Nifty … Read more

Concept of ESG adheres to principles of Satyam, Shivam, Sundaram

Concept of ESG adheres to principles of Satyam, Shivam, Sundaram

Over the past three decades, we have seen three mega trends and themes shaping up the capital markets and the world at large. It was the TMT theme in the 1990s, then we had BRICS in the 2000s and in the last decade, we had FAANG. What will be next? I believe ESG has the … Read more

Earth Day 2022: Business’s race to a sustainable future

Earth Day 2022: Business’s race to a sustainable future

By Mukund Govind Rajan As another Earth Day dawns, we have ever more evidence of the toll humankind is taking on the planet. The latest report of the Intergovernmental Panel on Climate Change asserts that the rise in weather and climate extremes has led to “irreversible impacts as natural and human systems are pushed beyond … Read more

Environmental, Social, and Governance landscape in India

Environmental, Social, and Governance landscape in India

By Nirbhay Lumde Every business enterprise is deeply intertwined with Environmental, Social, and Governance (ESG) matters. There is a more significant push to commit to ESG efforts. ESG has attracted attention from all stakeholders – investors, consumers and governments. ESG is important as it creates high value, drives long-term returns, and global stakeholders are paying … Read more

ESG and impact investing: Dual drivers of sustainable development

ESG and impact investing: Dual drivers of sustainable development

The discourse has fortunately influenced the receptive global investor psyche. Today they seem increasingly interested in the environmental, social, and governance (ESG) accountability of their funds. By Akanksha Sharma Episodes of unfretted institutional greed that rewrite the terms of wealth distribution, favouring the few, are not rare in modern economic history. The response has often oscillated … Read more