Through the Highways of Globalization
We write all the time, for work and regular communication in daily life, but we hardly take a class in writing ever. I am an engineer who always wrote but never ever took a class in writing. An MFA was never on the radar, so one made a reading list, such as this one. An important reference on the tactics of writing.
At the Infosys Science Foundation’s event at the majestic Asiatic Society in Mumbai with Harvard PhD Candidate, Mohit. Professor Kooria speaks of stories as indigenous sources. Dr. Amitav Ghosh generously cites Professor Bishara’s work, Sea of Debt and Monsoon Voyagers as examples of innovative histories. He provokes Indian Ocean historians to work with other miracle stories, especially from Indonesia. Sparkling and Imaginative, beyond the h-index hegemony.
The trouble with ESG compliance and real problems (read air pollution, waste management etc) is the detachment with the politics of public health and the disclosure which is risk based, but risk for whom? The investor, community or the government?
Unless environmental issues matter at the ballot box, what will corporates, disclose? Zilch.
Such a brilliant book, swallowed this read on professional services venture building in two days. As a consulting venture builder who has gone from minus one to one, this book spoke to me loud and clear. I wish i had read this a decade ago.
Trilegal: The Making of a Modern Indian Law Firm by Akshay Jaitly is a must read for any professional in the professional services space, the why, the how and the what of building through innovation and integrity.
The ‘End of History’ has clearly not ended. The Great Power Games have returned, and how we structure purchases in an era of great volatility, which is the act of inducing deliberate disorder and chaos, will be a reality.
We are in year two of the age of hot wars: Ukraine, Sudan, Gaza and now Caracas show that wars are a tool of necro-capitalism, as Klein and Zizek had written many years back. With Taiwan and Greenland (read AI and Critical Mineral Value Chains) joining the proverbial war zone, the global economy is up for turbulent headwinds.
We are in the Age of Entropy. The playbooks since 1991 have been torn.
The hot war environment continues, with a Trumpian Eye-Raan on the anvil. Oil and Gas prices will spike and eventually reduce, giving renewables a tough run. Power Geopolitics is back for good, will be the case even after the mid terms. Geopolitical consultants will laugh their way to the bank while sustainable buys will struggle unless it is a resilience play, and where it structures financing to the places, capital is needed the most.
Great power struggles will frame how we think about transaction risk.
Reporting and Disclosures are the resultant actions of a long process to gather, curate and disclose for meeting regulatory requirements across value chains, it is hygiene- the basic which is expected to be done in line with sectoral requirements on climate action, scope 3, CBAM, and financed emissions for the investor set. These are not excuses for not going further if needed. Hidden value gets unlocked when doing good becomes culture. Poor climate record is a proxy for the lack of innovation, or accident statistics is a temperature check for a toxic culture, as can be seen from Deepwater Horizon or Bhopal.
Risk can be read by seasoned eyes through a close reading of sustainability disclosures.
Change Thinker 