Azman Usmani

India reporter, @climate & ESG, Asia for @business. Views are my own. Previously: The Morning Context, BloombergQuint.

[Azman Usmani @write2azman]

Workers at garment factories in India are reeling under heat stress, leading to loss in productivity, increased worker absenteeism and decline in product quality, new field study by @NYUSternBHR finds.

Heat adaptation is the need of the hour.

https://t.co/SYh4vsHZIG

[Azman Usmani @write2azman]

India’s dangerously torrid summer days have long been a climate warning. Now the country is increasingly dealing with sweltering nights too, as global warming and poor urban planning put millions at risk. https://t.co/lNBmCLbzIO

with @rajeshsing13

[Azman Usmani @write2azman]

New analysis by @ClimateHorizons says while Indian banks are disclosing more climate data than ever, they are not doing enough to incorporate that in their lending decisions. This could have bearing on asset quality.

Read our story @climate @business

https://t.co/930HxbjjCg

[Azman Usmani @write2azman]

Reliance’s latest quarter shows that even as its future is debated through the lens of digital, retail and the energy transition, its present still rests, in no small part, on the resilience of its trusty oil-to-chemicals vertical.

@MorningContext

https://t.co/LmcAKycTDs

[Azman Usmani @write2azman]

Every large clean-energy bet in India eventually runs into the same question: how much of the technology stack can be built at home and how much still depends on China?

Read today's NetZero Now newsletter @MorningContext

https://t.co/FyCBKQFamT

[Azman Usmani @write2azman]

This week's NetZero Now features:

- Why Waaree Energies is down ~11% this year
- RIL's russian roulette
- New kid on the block Vayona gets high profile CEO

Read @MorningContext

https://t.co/veURtTivp9

[Azman Usmani @write2azman]

Read the story @MorningContext

https://t.co/6EmtH1rpKg

[Azman Usmani @write2azman]

The cyberattack that crippled Tata Motors-owned Jaguar Land Rover resulted in theft of payroll data of current and former employees and contractors.

The company has confirmed this to us now.

This opens a can of worms and dents JLR's early public posturing.

Link in next tweet

[Ashish K. Mishra @akm1410]

Jaguar Land Rover’s nightmare cyberattack has taken a turn for the worse. Employee and contractor payroll data has also been compromised.
Tata’s PR machinery works well so this issue hasn’t got its due attention. @write2azman @MorningContext

[Azman Usmani @write2azman]

Read NetZero Now @MorningContext
https://t.co/V5bMmJNqvK

[Azman Usmani @write2azman]

Lots of discussion on a Union minister's comments saying that global AQI rankings are not "official", and India follows its own standards.

Except these standards are now more than 15 years old.

Wrote about it in this week's newsletter. Link in following tweet.

[Prince Thomas @PRINCE0879]

The Indian government is no longer denying pollution. Rather, it is perfecting a system that measures it extensively, displays it publicly and then teaches the
nation to live with it.

The last part's the most critical.

@write2azman
@MorningContext

https://t.co/ah08vdpflY

[Azman Usmani @write2azman]

Read this week's NetZero Now newsletter @MorningContext for more.
https://t.co/xBT8huCIYa

[Azman Usmani @write2azman]

As India looks to open up nuclear for private participation, conglomerates like Adani Group are already laying the ground work.

But they may soon find scaling nuclear through brute force will not be as easy as it was in solar.

The economics are daunting.

[Azman Usmani @write2azman]

https://t.co/niwx5DHa51

[Azman Usmani @write2azman]

Record highs in Bajaj Auto’s performance. Record indifference from the market. Earnings alone aren’t moving the needle.

Read our full story @MorningContext
Link in the next tweet.

[Prince Thomas @PRINCE0879]

Bajaj Auto has been reporting record quarterly numbers.
But its stock has trailed peers, Nifty Auto & Nifty.

What explains the stock's poor performance?

Today's story @MorningContext
@write2azman

[Prince Thomas @PRINCE0879]

This would have come as a shock for Adani.

Last week, the Rajasthan govt rejected a proposal for a 3.2 GW coal-based power procurement. Adani was the leading contender.

There's a larger message to investors.

@write2azman
@MorningContext

https://t.co/fAeTQLTEjA

[Azman Usmani @write2azman]

This week on @MorningContext's NetZero Now newsletter

- Rajasthan regulator nixes major coal power proposal
- Deutsche Bank's €900 billion target
- COP30: hits and misses

https://t.co/zcJul6Vp9p

[Azman Usmani @write2azman]

This week on NetZero Now, I take a look at how the 2nd week at COP30 is progressing, and how India has set the tone with a confrontational, unapologetic stance.

https://t.co/XwJdz6YQ2D