The AI Revolution in Buy-Side Investing
The AI Revolution in Buy-Side Investing A Strategic Imperative for Investor Relations Artificial Intelligence (AI) has emerged not as a technological supplement but as the engine driving a paradigm shift in buy-side investing. For asset managers, hedge funds, and institutional investors, AI is not merely a tool; it is ...
Navigating the ESG Landscape in FY25-26
Navigating the ESG Landscape in FY25-26 : 8 Key Trends Issuers Must Track As we exit CY2024 head into the next Fiscal Year, issuers face an ESG landscape that is shifting rapidly—marked by new regulations, evolving investor preferences, and heightened scrutiny over corporate sustainability efforts. In 2024, significant developments ...
India’s IPO Boom
India’s IPO Boom : Striking the Balance Between Growth and Regulation In 2024, India achieved a historic milestone, surpassing China to become Asia’s leading destination for initial public offerings (IPOs). This achievement underscores the nation’s economic optimism and the dynamism of its corporate sector. Sectors such as financial services, ...
Opinion: Strangling Innovation?
Opinion : Strangling Innovation? SEBI’s Rules Could Hurt Early-Stage SMEs The Securities and Exchange Board of India (SEBI) recently unveiled a set of stricter norms governing the listing of Small and Medium Enterprises (SMEs). These measures, aimed at enhancing transparency and protecting investors, have been positioned as ...
Opinion | The Rise of AI in Equity Research
Opinion | The Rise of AI in Equity Research: A Threat to Traditional Models? The investment research industry, long dominated by brokerage houses and research firms, stands on the brink of disruption with the advent of AI-driven tools like Seeking Alpha’s Virtual Analyst Reports. These reports, integrating proprietary quantitative ...
Opinion | The Contrarian Optimist’s Lens
Opinion | The Contrarian Optimist's Lens: Why 2025 Could Be Surprisingly Bright In an era where pessimism often dominates discourse, adopting a contrarian yet optimistic perspective can unveil unexpected opportunities. The global landscape, marked by geopolitical tensions and economic uncertainties, may seem precarious. However, history demonstrates that ...
Breaking the Stalemate
Breaking the Stalemate: A Global Analysis of Inertia in the Electric Vehicle Market The electric vehicle (EV) revolution, once synonymous with unbridled optimism and rapid disruption, has entered a phase of tempered progress. Heralded as a defining shift for the automotive and energy sectors, EV adoption represents ...
Navigating a Shifting Landscape
Navigating a Shifting Landscape: Trump, BRICS, and Investor Relations Imperatives As the global economy adjusts to renewed geopolitical turbulence, Donald Trump’s threat of 100% tariffs on BRICS nations pursuing a shared currency has injected a potent mix of risk and uncertainty into financial markets. While this rhetoric may serve ...
ISSB Materiality Standards
ISSB Materiality Standards: Improving Sustainability Disclosures As a Director of an Investor Relations and ESG advisory firm, I'm constantly seeking ways to help our clients communicate effectively with their investors. Integrated Annual Reports, amongst others, are a key channel for lucid investor communication. One of the most significant ...
Opinion | Bribery, Corporate Integrity, and Investor Confidence
Opinion | Bribery, Corporate Integrity, and Investor Confidence: Lessons from the Adani Allegations When allegations surfaced that Adani Group entities had engaged in bribery to secure port contracts in the United States, the story quickly transcended its specifics. This wasn’t just about a company’s alleged misconduct it ...
The Environmental Impact of Mall Developers
The Environmental Impact of Mall Developers: How to Avoid Greenwashing in the Retail Real Estate Industry Mall developers play a major role in shaping urban landscapes and have a significant impact on the environment. Large-scale shopping centres consume vast amounts of energy, water, and resources, and produce a high ...
Navigating SEBI’s Enhanced IPO Oversight
Navigating SEBI’s Enhanced IPO Oversight: Implications for the Investor Relations Function In the rapidly evolving financial landscape, the Securities and Exchange Board of India (SEBI) has emerged as a key proponent of transparency and accountability in capital markets. One of its most impactful initiatives in recent times ...