In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. We live in an age of transformation, with surging inflation and fundamental geopolitical shifts leading to rising demands on governments.
In the terms of the progressing green transformation, we believe that, as investors, we must continue to focus our resources on sustainable long-term growth. We see opportunities in the shift leading to, for example, green hydrogen, restoring natural capital or building green infrastructure.
Our themes have both a sustainable angle – energy transition and environmental sustainability – and a focus on enduring trends. These trends include innovation and disruption via new technology, the appeal of private markets and the emergence of China. While any significant re-rating of China A-shares may be unlikely now, valuations appear attractive and argue for strategic positioning. Opportunities include consumption upgrading and hard-tech development.
These sections highlight that:
Source: BNP Paribas Asset Management - 29 Dec 2022
Created by kimeng | Dec 29, 2022
Created by kimeng | Dec 29, 2022