Investors are becoming more bullish on shares linked to sustainability in Asia, betting on a comeback next year due to attractive valuations and trends such as China’s reopening and policy support.
Nikko Asset Management, M&G Investments and BNP Paribas Asset Management are among those investing in environmental, social and governance themes, predicting that the build-out of renewable energy supply chains in economic powerhouses such as China and India, and the transition of “dirty” businesses regionally will feed through to stock performance.
