Taking a byte of the thematic apple: Digitalisation key to unlocking China s remarkable growth
Tech firms to thrive as consumer trends change
Alex Cobbold and Kwai San Wong of Sarasin & Partners
Alex Cobbold and Kwai San Wong
13 May 2021
The geopolitical decoupling of China from US-dominated economic, technology, and currency systems means China will become an increasingly important region for prospecting new investments.
But investing in China is notoriously difficult. Despite being the second largest economy in the world and growing faster than the US, China still represents only 5.5% of the MSCI All Country World Index.
As thematic investors, we do not directly target exposure to regional stock markets - instead, sourcing our investment ideas from the five mega themes of digitalisation, automation, ageing, evolving consumption and climate change.
Investor alliance calls for banks to cease fossil fuel financing
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‘Talking the talk must be replaced with walking the walk’
The IIGCC warned that banks must not rely on unproven negative emissions technologies
An investor alliance representing $11trn of assets under management (AUM) has called on the world’s largest banks to align their financing with net zero targets.
The Institutional Investors Group on Climate Change (IIGCC) has developed a set of investors expectations for the banking sector to enhance its 2050 net zero efforts, scale up green finance and withdraw from projects which fail to meet Paris Agreement goals.
IW Long Reads: No time to waste - Are we doing enough to meet the Paris Agreement goals?
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Is any real action taking place – or are old promises being recycled?
ºC compared to pre-industrial levels and make every effort to limit this to 1.5
ºC.
Since that historic day in 2016, much has been done in pursuit of this goal. Governments and companies across the world made zero carbon pledges, tactics were discussed, and national guidelines were introduced.
HSBC climate credentials in firing line as asset managers file shareholder resolution
Investors call for decarbonisation plans
The bank has been urged to set a clear timetable for emission reductions
HSBC is facing a shareholder resolution filed in co-ordination with 117 shareholders, including Man Group, Sarasin & Partners and Amundi, targeting the bank s substantial exposure to fossil fuel assets and its compliance with the Paris Climate goals.
The investors, which together represent $2.4trn in AUM, are calling on HSBC to publish a strategy and targets to reduce its exposure to fossil fuel assets, starting with coal, on a timeline consistent.
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