Climate as Asset Class.

Knowledge ecosystems for impact, sustainability and impact communities of practice are blurred where scientific research, academia, public sector regulators, investors, think tanks and corporates collaborate in often non compartmentalised manner as the issue at hand of the transition is wicked and no linear SOPs exist.

Each of the stakeholders have their own incentive architecture but survival bias led to a just and purpose led transformation is a layered process. No clean contours will lead the cartographies of transition, h-index hegemony will lead to open access science and hopefully consultants will embrace the critical thinking of academics and academics the cost pragmatic approach of the private sector.

ESG is essentially a layer of non financial risk data to aid better understanding of investments and will not save the world itself unless linked to the larger purpose of a meaningful transition. The next explosive asset class for the investor tribe are transition linked businesses and financing the transition needs a new Marshall Plan of a new scale. As the leading climate finance leader in a Bloomberg Zero Podcast (Avinash Persaud) said that climate change is a finance problem, I would go a step further, the transition is not a multiple PE opportunity yet. It is not a retail business yet, such as digital which took a quarter of a century, cheap phones and even cheaper data to transform culture.

ESG is seeping into regulatory culture and business as usual which is a welcome change. Paying customers particularly the elites need to think of the transition as a must need product, then the cultural shift will occur and an opportunity to be attractive to the retail investor.

The Politics of Jawan

Jawan is an outright political film months ahead of the general elections wrapped as a masala entertainer. The social justice component is heavy which is deeply satisfying, as if one is reading a social theory text with a background surround sound of a thriller.

A movie in an Indian theatre after 4.5 years that too masala Bollywood is an experience although in an expat mall in Mumbai. Still had whistles flying away to glory.

A brave choice after Pathan. Good one, a Nayak redux for the reels generation.

The 4DX was rocking !

The Bombay Literature Review

The Bombay Literature Review

Bombay, the city of my birth is a phenomenal site of intellectual production by anthropologists and historians alike as there is so much nuance to unravel and connected histories with the Indian Ocean World. This literature review on a shadow archive popular with scholars of the global south yielded 25 odd titles in an hour.

Mumbai, does deserve a deep reading list and a graduate school course to itself.

Post Coup Myanmar

Excellent labor related webinar by the Spring University of Myanmar, a transnational diaspora based post coup engagement to train this generation of Burmese youth. The diaspora remittance angle from Singapore was critical as when the home is in a crisis, the diaspora ups it’s game to feed mouths back home.

Excellent work by my dashing friend Anders on this series as he puts his time where his heart is in.

Remote University
Such an important topic
Narratives
The Labor Dimension

Teachers Day 2023

Teachers are found everywhere, in the classroom, seminar hall or the conference room or the boss’s office. I have been fortunate to have learnt under the shadow of generous teachers who have opened doors, given second chances where I deserved none and hence I am still around. Not the best student at all, but a person who had eclectic interests, I have learnt more by osmosis from watching leaders around me then in the classroom.

Dazzling teachers such as Dr K or Prof Sidaway at NUS stand out, in the recent past. All my consulting bosses have been great teachers. Salaam to all of them.