Beginning in November 2021, Tsinghua PBC School of Finance has been collaborating with Invesco and Invesco Great Wall on research focused on investment opportunities and approaches in China.
Examples of research topics include analyzing investment risks and opportunities presented by China’s low-carbon transition including looking at the growth of China’s green sectors, transition leadership and transition investment frameworks and green & transition indexes. As part of Tsinghua’s research collaboration with Invesco, our investment teams also had the opportunity to engage and discuss with various corporates on about latest development trends in China.
Overall, the research collaboration helps our investment teams to better understand latest on-the-ground trends and provides helpful reference frameworks and analytical tools for our investment processes. The research also provides our clients with an in-depth look at investment risks and opportunities in China including frameworks and investment approaches. Details of past research publications can be found as follows.
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.
Tsinghua-Invesco China ESG research: Investing in climate solutions and green revenues
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.
Tsinghua-Invesco China ESG research: Transition investing in China
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.
Tsinghua-Invesco China ESG research: Green and transition indexes in China
In the third of this three-part research series, we look at the proliferation of relevant investment opportunities in green and transition indexes.
Tsinghua CGFR-Invesco Research: ISSB’s investment implications for China and Asia
This piece examines the regional developments around ISSB in Asia and China and looks at the potential investment implications of the standards.
Tsinghua CGFR-Invesco Research: Investing in transition leadership in China
This piece deep dives into transition investing, leveraging on key insights from our partnership with Tsinghua’s Center for Green Finance Research.
Contributing to more than 25% of global emissions, China plays a critical role in the global push for decarbonization. This 3-part blog series covers an in-depth overview into China’s climate transition and corresponding investment opportunities and implications.
Part 1: China's Transition Story: China’s State of Decarbonization
China plays a critical role in moving our world towards decarbonization and achieving net zero. This first blog looks at the drivers of emissions in China including key fuel source and industry contributions as well as understanding the policy developments and implications.
Part 2: China's Transition Story: Decarbonizing High Emitting Sectors
The second blog in our series covers what is required to decarbonize high emitting traditional sectors in China like coal, power, and steel, all of which requiring a combination of policy support (like 1+N Policy Framework) and technologies (like Electric Arc Furnaces for Steel production).
Part 3: China's Transition Story: Technology Roadmap and Investment Opportunities
In the move towards decarbonization, it is estimated that RMB 3-4 trillion of green investments are required annually to achieve China’s 3060 targets. The third blog in our series assesses technological maturity and unit economics in the areas of renewables, electrification and other sectors.
