top of page
搜尋
  • Charlotte Tsang

Schroder's Insight

已更新:2022年6月9日

Governments around the world are already starting to make some significant changes in order to help our homes become net zero. When it comes to heating, many new homes in the UK and Europe will be required to change their gas boilers to electric heat pumps by 2030.Internet stocks face ongoing regulatory uncertainties, while consumer companies face a profit margin squeeze amid cost pressures and weak demand.In order to achieve its low-carbon economy target as soon as possible, it is expected that China’s focus on sustainability will only intensify. That increases the likelihood for the country to devote more support to the renewable energy sector on the policy front.What could have caused the sell-off? We think it’s largely been due to fears over a peaking of working-from-home demand and worries over mobile handset sales. There may also be a general slowdown in tech demand given the weaker global economic backdrop.Last December, the EC said it wants to move this target date forward, asking all new buildings to be zero-emissions by 2030, while offering various incentives and requiring new energy performance standards.

https://www.xlcab.net/post/thailand-smart-tv-4k-tv-buying-guide-2022-lg-55up7750-review


As such, investors can pay attention to companies driven by the respective change in supply and demand.Combined with top-down multi-asset tactical opportunities, it shall provide investors with defensive attributes as they capture long-term capital growth.Tsim Sha TsuiLooking through the current downturn, this area is where the real long-term value is in Asia.Under a volatile and complex investment environment, it becomes even more important for investors to agilely adjust their allocations to enhance the overall defensiveness of their portfolios. Multi-asset investment seems to be a viable solution to meet this purpose.BitmapBitmapBitmapBitmapBitmapBitmapFollowing the recent National People’s Congress and the National Committee of the Chinese People’s Political Consultative Conference, the Chinese government has proposed measures for the construction of large-scale wind and solar power facilities and enhancements of power grids for renewable energy – all of which aims to drive green and low-carbon developments.For example, less than 2% of UK homes have any form of low carbon heating, but by 2050 the government wants to install over 19 million heat pumps across the country.China’s commitment to wind and solar power continuesLooking at the semiconductor industry as a whole, we would highlight its tendency to cluster. The real barrier to entry and intellectual property is years of accumulated expertise, integration and working with both customers and equipment suppliers (hence the cluster). Capital is not the main barrier to entry here – knowledge and relationships are.However, we believe renewable energy remains an attractive, long-term growth theme. Climate change is an imminent challenge, and renewable energy will play a key role in the future energy mix that could address this issue.Hankow RoadThat is why one of the targets of the European Green Deal is that by 2050 all existing buildings in Europe that are currently not energy efficient need to become climate neutral.This we can sympathise with, and we expect we will see a near-term slowdown in demand alongside some earnings downgrades. But we don’t think any of the long-term themes have changed.With various markets increasing their expenditure on green infrastructure, this could benefit companies involved in the energy transition story. Valuation of this sector has also come down to a reasonable level.Whilst China is already a major producer of wind and solar energy, with companies taking leadership positions in their areas, we believe there remains potential investment opportunities.Oversupply worries are overblownFor example, the move to electric vehicles and mobility will be one of the biggest and most capital-intensive transformations in recent economic history. In the US alone, 250 million internal combustion engine trucks and cars need to be replaced.‘Still, retrofitting existing homes is much harder, as a large majority of our homes still uses gas-fired boilers.Schroders CapitalPut together, heating, cooling and domestic hot water are responsible for 80% of the energy consumed by households.Many emerging markets have just begun their emission reduction process. Against this backdrop, more investments in areas such as renewable energy infrastructure to facilitate the transition are needed. In addition, the European Union is poised to continue its tightening of carbon allowances.

https://www.mingtiandi.com/real-estate/projects/bentallgreenoak-schroders-lofter-buy-tsim-sha-tsui-project/


All the big trends we see in the world are hugely semiconductor-intensive, whether it is electric vehicles (EVs), smart grids, charging networks, connectivity, data usage, artificial intelligence (AI), cloud services, or automation. We’re closer to the beginning of this tech transition than we are to the end.What is more of a puzzle is why Asian semiconductor and technology stocks have fared quite so poorly. Such stocks generally met high expectations at the most recent quarterly earnings season.The infographic below shows what role a ‘net zero’ home has in the energy transition and the opportunities this brings to investors.This energy transition will not happen overnight. We think there remains significant investment opportunities, spanning different markets and industries. As such, we believe energy transition will continue to be a long-term investment theme.Among many urgent calls to cut European dependence on Russian fossil fuels, the initiative asks households to power up on more rooftop solar panels, heat pumps and energy savings.BentallGreenOakLofter GroupMarket trends in Asia this year have tended to see consumer, internet, semiconductor and technology stocks come under pressure.

1 次查看0 則留言

最新文章

查看全部

行車攝錄器(Dashcam)是一種安裝在車輛內部,可以記錄行車過程的攝像裝置。它可以協助交通意外的調查和保險索償,提供客觀和確鑿的證據,以下將詳細解釋: 1. 交通意外的調查: 當發生交通事故時,行車攝錄器可以提供實時的錄像證據。它能夠記錄事故發生的瞬間,包括碰撞、車速和行車軌跡等關鍵信息。這些錄像資料對於交通意外的調查非常重要,可以幫助警察和保險公司確定事故的責任和過程。 2. 證明事故的原因和

引言: 在日常生活中,家居漏水是一個常見但卻令人頭痛的問題。漏水不僅會造成房屋損壞,還可能導致貴重家具、裝修和個人財物的損失。然而,許多人並不知道他們可以通過應用驗樓的漏水檢測來向保險公司索償家居保險。本文將探討這個主題,提供一個指南,幫助讀者理解如何有效地利用驗樓的漏水檢測來申請保險賠償。 一、了解家居保險政策: 在開始索償之前,首先要仔細閱讀和瞭解家居保險政策。確保你知道保險公司的規定和限制,

驗樓未必一次完成提倡以中國國家標準製定專業守則,改善市場上良秀不齊的情况及鞏固業界地位提供31項專業驗樓工具支援,包括紅外線測溫計、鋼筋探測器、空洞檢查捧、白光電筒、檢查鏡等2. 家居保安裝置安全性:另一需注意的,是家居保安。準業主均需仔細檢查,如門鎖及窗鎖等等。另外,廚房爐具的煤氣、附送的電器電掣等是否運作良好,亦非常重要。陰陽色至於二手樓買賣,買家應盡量在成交前一日登門驗樓,檢查單位狀況跟

文章: Blog2_Post
bottom of page