Solutions in areas spanning water, clean and efficient transport, the circular economy, sustainable food, and ‘smart environment’ are presenting attractive investment opportunities in Asian markets addressing the environmental challenges from climate change.
Listen to this Talking Heads podcast with Oscar Yang, Senior Portfolio Manager at Impax Asset Management, and Daniel Morris, Chief Market Strategist. They discuss the region’s diverse opportunity set and the environmental issues related to its large population and sprawling urbanisation. Among the examples Oscar cites are leading providers of battery cell power management systems and charging equipment and of electric vehicle powertrain software.
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