Governance is the pillar of environmental, social and governance (ESG) principles that investors have been actively considering for the longest period of time. This is not surprising, as in some ways, it could be said that governance is probably the most important aspect of ESG. An organisation’s board’s role is to appoint the CEO and…
They say that the first year of a new business is the hardest. Although there were moments when it felt like it might be, it hasn’t turned out that way for Sam Lecornu, Duke Lo and John Lam, partners in new Hong Kong-based Asian fund manager Stonehorn Global Partners. From a standing start in June…
With climate change being increasingly recognised as a systemic risk, the investment community is becoming more focused on supporting the transition to a net-zero-emissions economy and establishing sound transition plans. The announcement by Cbus Super is the most recent example. Last month, the $54 billion building and construction industry superfund launched a new Climate Change…
INSight #32
How Has The Asian Consumer Evolved Over The Last 5 Years?
Joohee An – Mirae Asset Global Investment
In the wake of the pandemic, investors have continued to pile money into variously labelled ESG/sustainable funds. Are they doing what they say?
The recent slavery scandal surrounding the fast fashion brand Boohoo has further intensified the focus on the “S” element within ESG factors. The “S” pillar has been gaining prominence since the start of the pandemic, with increased attention on how companies treat their workers.
A nascent asset class is emerging on the back of the roll out of the National Disability Insurance Scheme (NDIS). NDIS is a welfare support scheme of the Australian Government that funds costs associated with disability.
JB Hi-Fi (ASX: JBH) has given another update to the market. It’s expecting a big profit jump in FY20. About the company JB Hi-Fi is one of Australia’s largest device and home appliance retailers with its network of The Good Guys and JB Hi-Fi stores. JB Hi-Fi was established in 1974 by Mr. John Barbuto (JB),…
Pushpay (ASX: PPH) has just reported its 2020 financial year result. Is it the best small-cap to buy at this share price? What is Pushpay? It is a New Zealand based donation systems and software business for religious, not-for-profits and education providers in the US, Canada, Australia and New Zealand. Pushpay is used by over 7000 churches worldwide….
