Listen to this Talking Heads podcast with Oscar Yang, Senior Portfolio Manager at Impax Asset Management, and Daniel Morris, Chief Market Strategist. They discuss Asia’s diverse opportunity set and the environmental issues related to its large population and urbanisation. Among the examples Oscar cites are leading providers of battery cell power management systems and charging equipment and of electric vehicle powertrain software.
00:00:00 – 00:01:10 introduction
00:01:11 – 00:04:44 ESG investing in Asia
00:04:45 – 00:07:17 key themes, sectors and industries
00:07:18 – 00:09:08 sustainability solutions
00:09:09 – 00:09:46 why invest?
00:09:47 – 00:10:36 summary
00:10:37 – 00:11:23 conclusion
00:11:24 – 00:11:45 important information
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