China, the world’s largest carbon emitter, has set a clear course to achieving carbon neutrality by 2060. This requires colossal investments in the infrastructure that can bring a net zero economy within four decades. The country will focus its efforts in three areas: restructuring its economic output, switching to renewable energy, and establishing carbon compensation schemes.
During this webinar Jie Lu, Head of Investments for China, explains how this historic transformation can be captured through Robeco’s long-standing Chinese Equities strategy. He outlines the opportunities available under the renewable energy, new energy vehicles and energy storage themes, and explains how the winners in decarbonization can be targeted.
During the webinar he covered: