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Investing in China’s course to carbon neutrality with Chinese Equities

Investing in China’s course to carbon neutrality with Chinese Equities

08-07-2021 | Productwebinar

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.

  • Jie Lu
    Jie
    Lu
    Head of Investments China

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:

  • How the overall course for carbon neutrality is likely to play out
  • The structural winners that are targeted in this transformation
  • Where the Chinese Equities strategy is positioned to benefit from it