Implications of Climate Change on Corporate Valuations

Yesterday I attended a talk on "Effects of Climate Change on Corporate Valuations" hosted by ICFAI ( the providers of the Indian CFA degree)  at the IMA Convention Center in New Delhi. Sandeep Singh, an alumni of the institute, presented his perspective on how climate change is proving to be an important variable in determining corporate valauations across the developed countries and its impact on the industrial sector in the developing ones in the years to come.

The talk gave a very general overview of the issue at hand. I was expecting to see more of the finanacial stuff -like some number crunching on how CER's get valued etc etc  ( and the other reason was to give Priyanka some company :P ).  I already knew about a lot of this stuff beforehand based on all the discussions that i have been having with my younger brother Umesh lately. He just started a venture, called e-cube infra services pvt. ltd. , which plans to provide a gamut of services  ( financial , cdm project management , product marketing etc ) to providers of green technologies and end consumers alike. I am planning to get him to write a quest post on this blog on his vision around e-cube, something which i am really very very excited about.

Coming back to the talk, post wihch i had some great discussions later with folks there that made the commute between Gurgaon and Delhi definitely worth it. Most of the information on the slides were from an article that was published in the McKinsey quarterly recently. Those interested can find the article here. 

Would love to hear your thoughts on the subject.