Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
Invesco has been a pioneer in China investing for over two decades. Since November 2021, Invesco and Invesco Great Wall have been collaborating with Tsinghua PBC School of Finance on research focused on investment opportunities and approaches in China.
Our research spans topics of interest to both global and domestic investors such as the opportunities and risks presented by China’s low-carbon transition and the investment implications around transition investing.
In this piece we deep dive into what’s driving growth in China’s EV sector, including government policies, competition, industry trends and the evolution of the EV supply chain.
We expect China’s energy transition to create corresponding investment opportunities across green and transition sectors. This three-part research series looks at three different approaches to investing in China’s low-carbon transition.
In the first of this three-part research series, we cover green sectors in China and the investment opportunities they can provide which are aligned with various investment objectives.
In the second of this three-part research series, we delve into the growing demand for transition finance in China and increased investments into green capex.
In the third of this three-part research series, we look at the proliferation of relevant investment opportunities in green and transition indexes.
In November 2021, Invesco announced a research partnership with Tsinghua University PBC School of Finance to analyse the influence of China's carbon reduction targets on the country’s major industries and corporations.
Under the partnership, quantitative investing professionals from Invesco Great Wall, Invesco’s onshore Chinese funds management joint venture, have worked with Tsinghua academic leaders to conduct research on listed companies in China. Their focus has been to examine how businesses in traditionally carbon-intensive sectors such as coal mining, power and steel production are transforming under China's double targets for carbon reduction, including application of systematic carbon measurement methodologies. The research has also analyzed and quantified the economic benefits derived from these environmental policies.
This research partnership is part of Invesco's aim to help global investors better understand opportunities in the China market, which can further contribute to China’s ESG development and potentially accelerate carbon reduction efforts. At the same time, the research showcases our understanding of Chinese asset owner sentiment toward ESG investing in terms of domestic asset allocation as well as global deployment of capital.
