Asia green tech: China’s dominance clouded by over-investment and geopolitics
Alicia García Herrero (Natixis) | China is taking a big slice of the cake from its prominent supply role as the world accelerates green transition. This is a rare spotlight of the Chinese economy given the pressure ranging from real estate sales to consumer confidence. China’s production of electric vehicles (EVs), batteries and solar panels, also known as the “New Three” sectors, have experienced fast growth in investment and exports….