ESG

Abortion rights in Emerging Markets and what it means for ESG
Weekend Reading /
United States of America

Abortion rights in Emerging Markets and what it means for ESG

Tellimer Research
Hasnain Malik
Hasnain Malik  @ Tellimer Research
2 July 2022
Strategy Note /
Global
Emerging-Frontier Equity Monthly – June: US recession fear, China reopening hope
Hasnain Malik
30 June 2022
Strategy Note /
Saudi Arabia
Sportswashing and LIV Golf a warning for EM funds in the ESG era
Hasnain Malik
14 June 2022
Strategy Note /
Global
World Ocean Day and the ESG plastic waste offenders in emerging markets
Hasnain Malik
11 June 2022
Strategy Note /
Global
Emerging-Frontier Equity Monthly – May: US recession, food protectionism fears
Hasnain Malik
30 May 2022
Latest in ESG
Strategy Note /
Global

Emerging-Frontier Equity Monthly – June: US recession fear, China reopening hope

At the market close on 29 June, MSCI DM was down 7% month to date, EM fared better at down 4%, and less liquid FM was down 5%. Valuation across most of the EM and FM spectrum appears to reflect a lot of distress already; both indices are on c20% disc...

Tellimer Research
Hasnain Malik
Hasnain Malik  @ Tellimer Research
30 June 2022
Weekend Reading /
United States of America

Abortion rights in Emerging Markets and what it means for ESG

We analyse data on abortion rights and incidence in emerging markets following the overturning of Roe v. Wade in the US. India and Taiwan are among the most liberal; Middle East generally most restrictive; wide variety in Africa, Asia, LatAm. The abo...

Tellimer Research
Hasnain Malik
Hasnain Malik  @ Tellimer Research
2 July 2022
Weekend Reading /
Global

Green bonds and debt swaps are a bad way to fund biodiversity, decarbonisation

As my Tellimer colleague Janet Ogunkoya has explored, green financing is growing, and EMs don’t appear to be getting their fair share of the concessionary pot. The pricing issue is straightforward: Apart from charity, why should an investor pay a pre...

Tellimer Research
Paul Domjan
Paul Domjan  @ Tellimer Research
23 October 2021
Weekend Reading /
Global

Hydrogen will be a cornerstone of the energy transition, but doesn’t replace oil

Two decades ago, when I was in the strategic planning department of an international oil company (IOC), the European oil and gas industry was enthralled by hydrogen. Here was another molecule with the alluring promise to decarbonise our business whil...

Tellimer Research
Paul Domjan
Paul Domjan  @ Tellimer Research
28 August 2021
Weekend Reading /
Global

EM green bonds: Love them or loathe them, they aren’t going away

Amid although the hullabaloo, even euphoria, over green bond issuance, one statistic is easily missed. Green bond issuance is expected to continue to increase, especially amid strong investor appetite, as my colleague Janet Ogunkoya recently wrote, e...

Tellimer Research
Stuart Culverhouse
Stuart Culverhouse  @ Tellimer Research
30 October 2021
Weekend Reading /
Nigeria

Nigeria's sachet culture and the global inflation squeeze

As with many other parts of the world, Nigeria is having to cope with high inflation, the difference being that Nigeria’s inflation has been persistently high for years. In recent times, we have seen increased sachetisation of various household produ...

Tellimer Research
Ayobami Omole
Ayobami Omole  @ Tellimer Research
12 February 2022
Weekend Reading /
Global

ESG needs to focus on countries, not just companies

So many assets have been raised under the banner of "Environment, Social, and Governance" (ESG) with varying degrees of sincerity, as demonstrated by the SEC investigation that was opened into Deutsche Bank's asset management arm DWS in August. The E...

Tellimer Research
Hasnain Malik
Hasnain Malik  @ Tellimer Research
2 October 2021
Weekend Reading /
Global

Covid-19 business transformations: False hope for ESG as growth trumps ethics

While lockdowns, and recessions in general, are good for the environment because they reduce emissions, de jure and de facto loosening of regulations post-lockdown may counteract that. While solar is likely to be a winner, especially in emerging mark...

Tellimer Research
Paul Domjan
Paul Domjan  @ Tellimer Research
13 June 2020
Equity Analysis /
Global

Food processors may outperform producers in super-cycle driven by war in Ukraine

The food super-cycle has been accelerated by the war in Ukraine. Commodity processors (also known as traders) prosper by exploiting market inefficiencies, collecting margins from the difference between the sellers and buyers of a commodity. Commodity...

Tellimer Research
Nirgunan Tiruchelvam
Nirgunan Tiruchelvam  @ Tellimer Research
14 March 2022
Weekend Reading /
Global

An obscure treaty threatens climate goals, but fixing it may hurt EM investment

A key to making happen this was reducing perceived political risk so that investors could accept the additional constraint of local content requirements. Although the ECT was always designed to support oil and gas investment, you would not know it fr...

Tellimer Research
Paul Domjan
Paul Domjan  @ Tellimer Research
4 December 2021

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