搜尋
  • Charlotte Tsang

Schroder's Insight

已更新: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.

0 次查看0 則留言

最新文章

查看全部

展廳3的「凝土為器:故宮博物院珍藏陶瓷」展出169件故宮文物,當中66件屬國家一級文物,佔赴港的近40%。其中北宋的「白釉孩兒枕」為故宮陶瓷館的鎮館之寶,是宋代五大名窰之一的河北定窰燒造,亦僅在港展出3個月。國際轉會方法而另外5種支付方式,使用期限是明年2月28日,所以大家要留意,以免到時消費券「消聲匿跡」。轉會者需要在打算轉投的支付工具開戶,取得用於消費券計劃的「特定識別號碼」,並透過消費券計劃

若以八達通收取第二階段消費券,將會以3期收取,頭兩次分別可收取$2,000,最後一期最快可於12月16日收到,但「合資格消費」累積總額不可少於$4,000。而八達通「最後的$1,000」,則要求用戶於今年11月30日前,「合資格消費」累積總額不少於$4,000,便可最快於12月16日收到最後一期的$1,000,但若然於明年3月31日,「合資格消費」累積總額仍未多於$4,000,便不會收到「最後的$

本港新冠肺炎疫情反覆,單日確診個案再破1,000宗。政府專家顧問、中文大學呼吸系統科講座教授許樹昌今日(20日)估計,本港每日新增個案「徘徊1,000之間都唔出奇」,不過只要重症及死亡個案少,醫療系統可承受到,亦並非一件壞事。軒仔和Cony合作至今已經有8年時間,知道自己因綵排無法出席Cony婚禮後,軒仔決定回錄音室錄進場曲送給Cony。西沙群島附近沉沒 集團指水深超過1000 米打撈難香港仔