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?

• 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:

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:

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

On the same subject:
The Intelligence Report
15 October 2019

These days, extending the phrase “steady as she goes” – that reassuring call from the helm confirming the current course to the next safe harbour – to other uses might be a stretch. After all, it seems increasingly to be disruption rather than continuity that marks the pace of life. And so it is in investing. At the macroeconomic level, there is a pressing need to assign the current ‘single-use product’ model to the scrapheap and adopt the circularity of the re-use, repair and recycle approach, as we explain in our first article. At a more personal level, healthcare faces a reassessment on the back of possible policy changes, while the drivers of costs, such as ageing and life style changes, persist. What this means for investors is the topic of our second article. Rounding off this edition, our third article underscores the point that disruption is a trend that might be most obvious in IT, but it is felt far beyond that sector.    

The circular economy: a change for the better as well as an investment opportunity
15 October 2019

Investing in businesses that are active in (the transition towards) the circular economy can pay off in the long term. Sébastien Soleille, head of the energy transition at BNP Paribas, and Bertrand Alfandari, ETF & Index Solutions, BNP Paribas Asset Management, explain in this edition of The Intelligence Report.

2 October 2019

“We need to accelerate the rate of change... move to radical change, and fundamentally revisit the way we think about risks and opportunities” - “PRI in Person” conference attendee

Innovation. It’s not just technology

Investors who associate innovation solely with the technology sector may do well to take a broader view. A promising strategy should interplay the latest developments at solid players across diverse sectors, and capture performance that is sustainable – both in financial and ESG[1] terms.