China Water Risk looks at where China stands on water disclosure and sustainable stock exchange initiatives compared to other exchanges round the world. Disclosure landscape changing rapidly but more improvements required. As of March 2010, 175 HKEx listed companies were identified with environmental infraction records.
Dr Malcolm Cooper and Professor Alan Jenkins give their views on the large gap between science & finance and how they and the investment community need to work together to understand the economic significance of water.
Given that consumption of Nestlé, Unilever, Anheuser-Busch, Coca- Cola and Danone approaches 575 billion litres a year, enough to cover the daily basic water needs of everyone on the planet, water risks are key to the F&B sector. Pozon reviews Responsible Research’s latest report on water risks for Asia’s beverage industry for China Water Risk.
China Water Risk takes a closer look to see if investors could have factored for this environmental risks if they knew where to look… Zijin Mining has been cited for environmental violations every year since 2005.
Ceres’ Jim Cobourn provides insight into the usefulness of the guidance, its impact on companies and the next steps for securities regulators.
Piet Klop of WRI debates whether companies are better off investing in water technologies than water disclosure frameworks.
Shally Venugopal, reviews key lessons learnt whilst working with analysts and investors on research to include environmental risks; in particular the World Resources Institute’s work with HSBC on the effects of climate change on South and SE Asia’s F&B and power sectors.
SynTao’s Dr Guo explores the water bubble and the inevitability of higher tariffs and what this means for China’s water companies and industries which use water.
China Water Risk reviews World Resources Institute’s Weeding Risk, published April 2010. The report identifies potential financial impacts arising from water scarcity and climate change on publicly listed companies in the F&B sector in South and Southeast Asia.
Melissa Brown discusses the investment case for water: “blue gold” growth vs. a strategic issue for industries and companies that will re-shape competitive outcomes as scarcity sets in.