Deep Dive: China holds the key to the global EV transition

Country stands out as market leader

clock • 3 min read
Ewan Markson-Brown of CRUX Asset Management
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Ewan Markson-Brown of CRUX Asset Management

Ewan Markson-Brown, a fund manager at CRUX Asset Management, dives into Chinese equities

As global economies commit to accelerating the development of green technologies, investors in equities must evaluate which industries and regions are best placed to generate outsized returns from the green revolution. With the rapid growth of electric vehicle (EV) makers and forecasts for 300 million EVs on the road by 2030 - accounting for over 60% of new car sales - the investment case for the sector is compelling. However, with growing pressure to deliver significant advancement in infrastructure to meet increasing demand, China's manufacturing powerhouse and renewable energy capa...

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