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Analysis

Vinay Agarwal

22 June 2021 • By Vinay Agarwal • 1 min read

Identifying high-quality Indian companies during the pandemic

In the midst of the second wave of COVID-19 in India and with travel restrictions having been in place for over a year, a frequent question asked by i...

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Vinay Agarwal

Company engagement on ESG key to quality stocks

Effective, routine engagement with company boards and management is critical in delivering long-term financial returns for investors and can determine...

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Vinay Agarwal

Governments want to reduce global carbon emissions – but which approach will work?

Global leaders were united in their view that carbon emissions need curbing but differed in their plans for how to achieve this. Can investment in new...

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Vinay Agarwal

Trends that will shape the remainder of 2021

As we move towards the halfway point of 2021, some key trends are emerging that will shape markets and economies for the remainder of the year and wel...

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Vinay Agarwal

Investing for a goal

Superannuation is one of the most important assets Australians will ever own. How each Australian is able to successfully invest a significant portion...

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Vinay Agarwal

Ageing narratives struggle to find a marginal buyer?

In the context of stock markets, reflexivity is the principle that a higher price for a given stock can improve its fundamentals, and then drive its ...

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Vinay Agarwal

ESG and investing in small caps

We were recently taken by surprise when during a conversation about the role of ESG in equity analysis one of those present dismissed it as “woke in...

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Vinay Agarwal

Internal anti-money laundering and counter-terrorism financing compliance is costing us millions – we need a sustainable alternative

With the Australian Transaction Reports and Analysis Centre (AUSTRAC) announcing three fresh investigations into leading Australian brands over potent...

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Vinay Agarwal

Disruptors arise to show true CSR in action

Corporate social responsibility (CSR) is a voluntary implementation of ethical principles applicable to business practice that have direct positive im...

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Vinay Agarwal

How the closed-end fund industry can assist government in developing long-term infrastructure – without blowing the budget

The recent 2021 federal budget highlighted the government’s objective of encouraging infrastructure development to constructively boost employment a...

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