Deepak Gurnani on Building Winning Investment Strategies
Macro Hive Conversations With Bilal Hafeez
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The Importance of ESG in Mergers
The merger activity acts as a catalyst and we see that certainly in the last five years or so that whether explicit or not ESG considerations are becoming a large part of the merger rationale and thesis. And what we see is that because of the increased focus on ESG, there is an upward trend in ESG scores for all the sectors. So I think in general, if we compare that to a naive merger strategy, the improvement is much less but nevertheless it is there.
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