Seetharaman G

Mumbai Bureau Chief • India Edition

Starting out as a business journalist in 2008, Seetharaman has written about energy, climate change, retail, banking, and technology. He has worked with Business Today, a fortnightly, and the Sunday edition of The Economic Times.

28 Articles published

Top Comments by Seetharaman G

Sustainable investing is finally hot in India. But it’s not what you think

Agree, Parag. As Nilesh Shah says at the end of the story, in a few years there will be nothing called ESG funds because all kinds of investors will have to factor in sustainability. What's happening in India is merely a reflection of the recent explosion of ESG mutual funds and ETFs globally. I guess the likes of pension funds and sovereign wealth funds lead the pack when it comes to adoption of sustainable investing, and then come large asset managers like BlackRock. On the other hand, PE and VC investors have a lot of catching up to do.

Seetharaman G

Sustainable investing is finally hot in India. But it’s not what you think

Thanks, Neha. ESG funds, as they become bigger, will force companies to think harder about their ESG credentials. But companies with large FII holdings will have to do it sooner, as pension funds and sovereign wealth funds lead the ESG conversation. And as for companies venturing into cleantech areas, that may only be possible in a few businesses. But the thing to note is, every company, regardless of what it does, will want to convince its investors it's sustainable.

Seetharaman G

The chicken soup for Tata Group’s FMCG soul

Thanks, Gulshan. You're right, having a wide range of products in terms of pricing is an advantage. But the likes of HUL, ITC and Britannia are what they are because they have several large brands in the mass-market segment. For Tata Consumer, it's only Tata Tea and Tata Salt. And as for premium products, a company like HUL has liquid detergents–priced at 2X of powder detergents–which have achieved scale. But something like Himalayan water is a bit too niche.

Seetharaman G

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