Equity Long-Short Analyst

Pyari Menon

Pyari has over twenty years of experience in the industry, having worked on both the buy and sell-side including at Goldman Sachs, Credit-Suisse, Deutsche Bank, Intellectual Ventures, Tano Capital, and Franklin Templeton. His coverage has been in technology and midcaps across various geographies including Taiwan, ASEAN, India, the US, and Europe.

Thematic (Sector/Industry)

Paraguay Transportation / Thematic (Sector/Industry)

<ul>
<li>Sustained trade wars can unintentionally reduce carbon and GHG emissions and historical analysis suggests achieve climate benefits at least as good as structured climate policies.</li>
<li>If trade had grown only as fast as GDP, average reduction in CO₂ emissions over the last decade would have easily matched the Paris Climate targets.</li>
<li>Tariffs, driven by economic nationalism, are impactful, easier to implement and gain public support than carbon taxes or CBAM, so should be part of the long-term carbon solution.</li>
</ul>


Sustained trade wars can unintentionally reduce carbon and GHG emissions and historical analysis suggests achieve climate benefits at least as good as structured climate policies.
If trade had grown only as fast as GDP, average reduction in CO₂ emissions over the last decade would have easily matched the Paris Climate targets.
Tariffs, driven by economic nationalism, are impactful, easier to implement and gain public support than carbon taxes or CBAM, so should be part of the long-term carbon solution.


Could Protectionism Be the Greenest Policy?