If you're smart enough or if you're diligent enough […] the market is so big even with the many SOEs, I think there are still opportunities for relatively smaller players to pursue […] opportunities.
De-carbonisation is not just a matter of getting rid of a few really dirty sectors and introducing a few clean sectors but really greening the entire economy, and that means real ESG integration into investment decision making, for every business, regardless of the underlying.
Batteries and storage […] involve certain sectors we don't see every day. They are critical for the supply chain, so basic things like materials like copper and lithium extraction, a sector that is more environmentally unfriendly than say the software industry, are critical components of such industries. Such perspective will be very important if you're going to meaningfully attempt to achieve zero.
State Street Global Advisors 道富环球
龙8国际官方网址There is a discrepancy in allocation between larger and smaller companies, it’s worth looking if it’s actually about differing ESG practices or whether sometimes it's actually more about the fact that they not able to disclose as large companies can do so they're not able to get as good of a rating.