English

MSWG Weekly Watch 04 March 2022 (English)

Investing in warring times: 10 considerations for minority shareholders need to live with

 

Man's inhumanity to man makes countless thousands mourn! - Robert Burns

As opposed to wielding weapons of mass destruction in their possession, the United States and its allies seem contented – at least till this juncture – to merely waging economic war on Russia after the latter launched military invasion into Ukraine on 24 February 2022.

 

Though it could be assumed that – for now at least – the Russia-Ukraine conflict looks like an “internal affair” limited to the Ukrainian soil, however, the financial/economic repercussions can easily transcend the Ukrainian boundaries.

 

Below are 10 scenarios as to how the global economy and capital markets will pan out by uncertainties stemming from the raging Russia-Ukrainian war:

MSWG Weekly Newsletter 25 February 2022 (English)

With the wide adoption of ESG practices globally, minority shareholders should be aware of the impact of ESG on the stocks that they hold or intend to hold. Companies which choose to ignore ESG considerations in their businesses are likely to face challenges in terms of access to equity and debt financing, talent recruitment et cetera. Minority shareholders must pay attention to how these ESG issues are being managed by the board and management