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

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...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on ESG