ESG

Thailand

Thailand election: Shinawatra leads the polls but military holds the aces

Shinawatra party opinion poll lead widens before 14 May election but military effectively controls government formation. Prospects of structural reform are low and youth protest risk persists. But tourism pick up, oil price fall and valuation all fav...

Hasnain Malik @ Tellimer Research

22 March 2023

Zeroing in on ESG due diligence

Refinitiv’s latest three-part webinar series unpacks the core elements of ESG risk, focusing on the E, the S and the G. The first webinar – ‘E’ – looks at the most urgent global environmental risks, including the destruction of the Amazon rainforest....

Refinitiv Perspectives @ Refinitiv Perspectives

14 March 2023

Saudi Arabia

Women in the workforce

On International Women's Day, a look at the contradiction of women in EM: leading role in politics, inequity in labour. Saudi and India lag large EM peers on female labour metrics. Egypt, Pakistan, Turkey lag respective regional peers. But Saudi's on...

Hasnain Malik @ Tellimer Research

8 March 2023

China

China: Two Session sets 5% growth, focus on technology and ESG

The slower-than-expected GDP growth target set by the government of around 5% matches our GDP forecast of 5% for this year. The government would like to slow down the increase in the fiscal deficit by taking advantage of the economic recovery. We bel...

ING Think @ ING Think

5 March 2023

Do carbon emissions matter for green bond valuations?

Green bonds are instruments that channel investors’ capital towards environmentally friendly projects. The US plans to deploy $369bn in tax credits and direct subsidies to catalyse private investments in clean energy, transport and manufacturing on U...

Bond Vigilantes @ Bond Vigilantes

3 March 2023

China

China’s solid PMIs hint at a high GDP target at the Two Sessions

The official manufacturing and non-manufacturing PMI indices came in at 52.6 and 56.3, respectively, in February. The CAIXIN manufacturing PMI was 51.6 in February up from 49.2 in January. The job market is also making a comeback as manufacturing emp...

ING Think @ ING Think

1 March 2023

FATF updates its Grey List, adds South Africa and Nigeria, removes Morocco

Latest FATF Grey List: Mozambique, Nigeria, South Africa added; Morocco off; the Philippines, Turkey, the UAE remain. Grey List denotes deficiencies in anti-money laundering and counter-terror regulation, but does not trigger sanctions. FATF designat...

Hasnain Malik @ Tellimer Research

27 February 2023

The Crusade to Ban ESG Makes No Sense

Efforts to prohibit financial institutions from considering environmental, social, and governance criteria reflect a fundamental misunderstanding of free-market capitalism. Florida Governor Ron DeSantis, who is reportedly laying the groundwork for a ...

Project Syndicate @ Project Syndicate

24 February 2023