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ESG Cynics : Detractor of ESG trying to replace ESG Label.

  ESG Cynics. ESG-themed investments (that is, those which focus on environmental, social, and governance priorities) are expected to surpass $40 trillion in assets this year, suggesting that the concept has become deeply rooted in global markets. But the term itself is increasingly ridiculed by detractors. Critics claim the term is hazily defined, has failed to reduce income inequality, and has become a political lightning rod. Even some proponents acknowledge that it might be time for a rebrand—while maintaining that the underlying concept remains important. See the link to the Bloomberg article headlined  ‘Hating ESG’: Advocates Are Looking to Replace the Label https://www.bloomberg.com/news/articles/2022-08-17/-hating-esg-advocates-rethink-label-as-us-culture-wars-bite?sref=YMVUXTCK&cid=other-eml-onp-mip-mck&hlkid=188cf10c22854ab789c2b8e012f33990&hctky=9431270&hdpid=e33e1947-f934-4b96-9412-a314b6fc5abd&leadSource=uverify%20wall

The digitalization of education: A boon or a bane? - My article in FE

The digitalization of education: A boon or a bane? - My article in FE  When the pandemic caught us unaware in March 2020, followed by the continued lockdowns, we all realized how digitization saved the day by altering our day-to-day lives, into what we started calling the ‘new normal’! Naysayers have been waxing eloquent that physical academic environments can enhance camaraderie and collaboration among students, infuse a sense of teamwork and community, and play a crucial role in their overall personality development. However, in the face of the unprecedented health crisis that the pandemic had unleashed, the feasibility of the aforementioned is minuscule, if at all. Read the article here.:   https://www.financialexpress.com/education-2/the-digitalization-of-education-a-boon-or-a-bane/2624411/ ... and in Hans India  https://www.thehansindia.com/hans/young-hans/the-digitalisation-of-education-a-boon-or-a-bane-757356

How New Education Policy will help build the foundations of "Atmanirbhar Bharat''

How NEP 2020 will serve as a foundation for an Aatmanirbhar Bharat As Nelson Mandela once famously said, “ The power of education extends beyond the development of skills we need for economic success. It can contribute to nation-building and reconciliation.” The Nobel Peace Prize recipient recognized education as an indispensable vehicle to bring equality of opportunity to the world.   In context, India’s NEP 2020 is indeed a revolutionary policy reform from the perspective that it is the first education policy of the 21st century and it supplants the thirty-four-year-old National Policy on Education (NPE), 1986. Developed robustly on the foundational tenets of Access, Equity, Quality, Affordability, and Accountability, the policy is in line with the 2030 Agenda for Sustainable Development that aims to transform India into a vibrant knowledge society and global knowledge superpower by making both school and college education more holistic, flexible, multidisciplinary, crafte...

Transform your marketing by being future ready - my article in Brand Equity

  Transform your marketing by being future-ready The world of marketing is fast changing.  At this point in time, new trends, new technologies, and changing patterns of consumer  behaviors are transforming the industry like never before, and with it,  ample opportunities are emerging.  Read more at: https://brandequity.economictimes.indiatimes.com/news/marketing/transform-your-marketing-by-being-future-ready/92399855 Other publications that carried the article:  https://globalprimenews.com/2022/06/23/transform-your-marketing-by-being-future-ready-by-samir-kapur/ http://businessnewsthisweek.com/business/transform-your-marketing-by-being-future-ready/ http://mediabulletins.com/business/transform-your-marketing-by-being-future-ready/ https://contentmediasolution.com/business/transform-your-marketing-by-being-future-ready/ https://onlinemediacafe.com/business/transform-your-marketing-by-being-future-ready/ https://biznewsdesk.com/business/transform-your-marketi...

Strategy: Time to Pivot the Portfolio

Global liquidity tightening has started impacting growth (slowing of PMIs, money supply, etc) after valuations.  The shift will be seen from de-rating to downgrades. To add salt to the wounds, there is  tightening by the RBI adds to woes, risking DII flows and SMID/India’s outperformance to large caps/EM. These lead indicators suggest a time for portfolio reshuffle. 1.        Defensives: Pharma (upgrade), staples fmcg over IT (downgrade) 2.        Consumption: Domestic auto and staples over durables 3.        Investment: Cement  (upgrade) over Industrials , Real estate 4.        BFSI: Private banks/Insurance over PSU banks/NBFCs 5.        Global cyclical: Energy (upgrade) over metals/export auto

On The Route To Unstoppable Growth - Indian Tyre Industry and JK Tyre

  On The Route To Unstoppable Growth As per changing dynamics in global geopolitics and economics, one of the key growth drivers for the Indian tyre industry would be the recently levied antidumping duty on China products in USA and other developed markets The road transport and automobile industry are critical for the Indian economy. However, on the Indian terrain, there are only few that last long. Due to diversity of the weather, temperature, and geographic variations, the challenges posed by road network are many. Pacing with major part of the economy on its back is the Indian tyre industry. Like the challenges posed by the country’s terrain, the sector has recently fought hard against unprecedented challenges posed by the pandemic and global uncertainties and have navigated through rocky roads and pits, sand and rain-washed slopes to script a strong recovery. In fact, rating agency ICRA estimates a 13 to 15% volume demand growth in FY2022.  JK Tyre – An Unmatched Growth S...