The energy transition opportunity in emerging markets – Morgan Stanley Investment Management

Eric Carlson, Head of Sustainability and Portfolio Manager, Emerging Markets Equity, discusses energy transition opportunities with India’s largest independent power producer.

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... Topics covered include the economic benefits and investment opportunity set of the clean energy transition, the magnitude of India’s commitment to renewables, upcoming innovative technologies, the role of renewables in energy security and potential headwinds to the energy transition in emerging markets. 

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