tinchichan

The Turkish sell-off this week is a useful reminder that the old emerging-market bargain. The immediate trigger, according to reports circulating around the episode, was a liquidity crunch at Turkish funds that could not meet investor redemptions on time. But the deeper issue is not merely one fund manager’s inability to raise cash. It is whether an equity market can absorb forced selling without turning “performance” into a closed-loop exercise among thinly traded, affiliated or...

By 2030, carbon trading in Asia is likely to become one of the largest growth areas in global carbon markets, driven mainly by China’s national ETS expansion, maturing systems in Korea, Japan, Singapore and New Zealand, and emerging schemes in Indonesia, Vietnam, Thailand, Malaysia and India. The most important 2030 conclusion is: China is likely to remain the world’s largest ETS by covered emissions, while Asia becomes the fastest-growing region for new carbon-pricing coverage. However,...

Environmental, social, and governance (ESG) performance is no longer a reputational flourish; it is an operational, financial, and legal imperative. Within this landscape, artificial intelligence is often cast as either savior or saboteur. Both caricatures are misleading. The real story is subtler and more interesting: ESG performance improves most when AI capacity and human judgment are deliberately co‑designed into governance systems, not when one attempts to displace the other. Below I...