In Sept 2020, China announced its target to reach peak carbon emissions by 2030 and achieve carbon neutrality (net zero) by 2060. China is the biggest CO2 emission country, accounting for 28% of the world’s total emission (although in terms of per capita emission, China ranked 47th). To reduce all this emission while maintaining a high growth rate is a task of tremendous magnitude. In addition, China leaves only 30 years to drop the emission from peak to zero while most developed economies would be 40-60 years, which means much more dramatic changes in policy and technology adoption.

We worked with ATC Initiative’s Sustainable Investment program and have identified five key investment sectors in China in relation to the 2060 carbon neutrality commitment: Green Bond, Listed Equities, Technology Investment, Renewable Energy Infrastructure, Carbon Pricing.