Jawad S. Mian on Global Investment Research
Masters in Business
00:00
The China EV Revolution and the Future of Energy
I think the simplest expression would be the EV revolution in many ways. The Chinese will meet their climate targets, because for them it's an existential issue. Air pollution is a crisis. What's the point of common prosperity if you're going to get sick? You can see higher capex this decade, so that benefits certain sectors.
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