Screen_Video_Market_Update_1440x300
Regional perspectives

Webinar – The road to electrification: electric vehicle potential in EM

22 May 2019 -

As many governments around the world work to address mounting concerns over climate change, electric vehicles (EV) can contribute to the long-term solution by helping to cut the transportation sector’s heavy carbon emissions. As emerging markets (EM) develop, their CO2 emissions are poised to rise precipitously, underscoring the need for electric cars to help address this daunting challenge.

China, the world’s most populous country and the second largest economy, has taken a lead role in electric vehicle development among emerging markets and globally[1], but how do we expect key markets such as India[2] to develop? How can electric vehicles evolve in other emerging market countries?[3]

Listen to our webcast and hear analysts from both our emerging market and Indian equities teams discuss the future opportunities. They will cover these topics:

• Why are electric vehicles so relevant for emerging markets?
• How has China emerged as a key player?
• What are the opportunities and challenges for electric vehicle development in India?
• In which other countries are we seeing opportunities and progress?

Featuring:
• Rina Jha, CFA, Senior Analyst, Global Emerging Market Equities
• Brijesh Ved, Head of Equities – PMS & Offshore Advisory (India)
• Miten Vora, Senior Research Analyst – PMS & Offshore Advisory (India)

1 China leads the world in electric car sales, with more than a million new vehicles sold in 2018. It also leads in the number of charging stations. Source: https://www.visualcapitalist.com/electric-vehicle-sales/

2 India, the world’s second largest country, is subsidising sales of electric cars and hybrid vehicles to the tune of USD 1.4 billion over three years to curb pollution and reduce its dependency on fossil fuels. Source: https://www.reuters.com/article/us-india-electric-policy/india-approves-14-billion-electric-vehicle-incentive-scheme-idUSKCN1QH29F

The replay is available on-demand via the same link used to register.

On the same subject:
The Intelligence Report
12 November 2019

We are glad to report sustainable investing is making progress. One example is the market for green bonds, where issuance has grown impressively over a short time, as Felipe Gordillo and Xuan Sheng Ou Yong explain in the first article of this issue.

City_China_HongKong_People_Asia_ISR_1440x300
12 November 2019

The adoption of ESG investing in Asia Pacific has accelerated over the last two to three years, particularly in the form of a greater push by leading institutions or governments, but more work still needs to be done, also because Western models cannot simply be copied locally, argues Ligia Torres, CEO Asia-Pacific, in this edition of The Intelligence Report [1].

Green_Bonds_Scale_Building_People_ISR
12 November 2019

Green bonds have experienced a remarkable ‘multiplication of interest’, but issuance is still falling short of what is needed to finance the transition to a low-carbon economy. In this issue of The Intelligence Report, Felipe Gordillo, senior ESG analyst, and Xuan Sheng Ou Yong, green bonds & ESG analyst, discuss the shape of and outlook for this market [1].

Here’s reflation, well, for now

Recent geopolitical news has caused financial markets to trade in a reflationary fashion, shrugging off weak data and concern over structural Sino-US tensions, even if the economic slowdown may evoke memories of Q4 2018. Are the similarities actually there?, we ask in this issue of The Intelligence Report [1].