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ESG investing is inherently future-looking, and there is perhaps no place more meticulously focused on planning for the future than China. Capping carbon emissions, expanding green energy output, and developing high-tech sectors are fundamental to China's long-term plans. As a result, in China, ESG has a performance-boosting effect that does not occur in other markets.
In this presentation, Brendan Ahern of KraneShares will cover:
- Reasons why ESG has a performance boosting-effect in China that does not occur elsewhere.
- Long term catalysts for clean technologies, including solar, wind, and carbon emissions reduction programs.
- How China's expanding population of highly educated workers and its integration into global capital markets are powering social and governance upgrades within its top companies.
Cost reduction, stricter emissions regulations, government incentives, and the rollout of new and affordable models bring EVs within reach of the mass consumer. One analogy commonly used to describe such an inflection point is "hockey stick growth," where the distant awareness of a trend suddenly crystalizes into mainstream acceptance as the phenomenon takes off. This year, EVs are moving out of the future and into the driveways of the masses.
In this presentation, Brendan Ahern of KraneShares will cover:
- Why 2021 may finally be the tipping point for global EV adoption.
- Components of the electric vehicle ecosystem, including car manufacturers, battery makers, raw materials, vehicle connectivity suppliers, alternative renewable energy sources including hydrogen, and more.
- The global landscape: key EV manufacturers and components suppliers that are commanding substantial global market share that you may have never heard about.