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Do the Right Thing: The Chinese government appears to be "doing the right thing" by putting water high on the agenda ahead of the World Water Forum which started this week. This month we review the government's 'stark warning' and mull over why they are being frank about the crisis. We also explore why China's water stocks are underperforming despite growth. Finally, since environmental damage costs companies US$0.41 for every dollar earned, is it not time we redefined fiduciary duty?
   
March Newsletter
 
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Do the Right Thing: The Chinese government appears to be "doing the right thing" by putting water high on the political agenda ahead of the World Water Forum, which started this week. This month, we review the government's 'stark warning' and mull over why they are being frank about the water crisis.

We also explore why China water stocks are underperforming despite sector growth. Finally, according to KPMG, 
the world's 3,000 largest public companies caused US$2.15 trillion of environmental damage - at a cost of US$0.41 for every dollar earned, is it not time we redefined fiduciary duty? 

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Government Issues Stark Warning
State Council sets new water targets and 'stringent measures' in the new water management decree
  Read this article →
   
On Being Frank
Debra Tan on why the Chinese government is being frank about water scarcity and other unpalatable stuff
  Read this article →
   
Investors Pour Cold Water on China Water Stocks 
Olivia Jensen, the Asia Editor of Global Water Intelligence explores their underperformance despite growth 
  Read this article →
   
Redefining Fiduciary Duty
Lisa Genasci mulls over why and how fiduciary duty should look beyond profit-making
  Read this article →
   

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