When I first became interested in investing, China was seen as a “must have”. The poster child for emerging markets, it was the fastest-growing economy in the world with plenty of innovation and a giant pool of increasingly middle-class consumers.
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Investing in a concentrated portfolio of climate-solution providers gives investors access to an attractive, high structural growth investment opportunity with the ability to outperform as the pace of decarbonisation accelerates: Ninety One s Deirdre Cooper.