Investors focusing on climate change often overlook Chinese firms. AllianceBernstein think that’s a mistake.
Chinese companies are playing an indispensable role in the global transition to a greener future and carefully selected shares offer attractive return potential. Most environmental funds have little or no holdings in China. Five of the ten largest global environmental equity funds by assets under management had no exposure to China at all at the end of 2022, according to their research based on Morningstar data. Four of the remaining five had less than 5% of their holdings in China.
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