In paper production, shares in Nine Dragons Paper and Shandong Chenming Paper have impressed, while there have been beneficiaries in steel, non-ferrous metals and chemicals, Mr Lin says.
林桦堂表示,在造纸行业,玖龙纸业(Nine Dragons Paper)和山东晨鸣纸业(Shandong Chenming Paper)近期股票表现令人印象深刻,同时钢铁、有色金属和化工等行业也都涌现了受益者。
Ms Hirn favours the clean transportation theme, particularly companies involved in new energy vehicle technology. Opportunities beckon in waste management and air pollution control as local governments answer exhortations from Beijing to clean up their cities, she adds.
习卡琳对清洁运输主题情有独钟,尤其是涉及新能源汽车技术的公司。她补充说,随着地方政府响应北京方面对于整治城市环境的号召,废弃物管理和空气污染控制领域的机遇也在应运而生。
Many companies that stand to gain from the green agenda are listed on the $7tn domestic A-share market, which remains exotic for many overseas funds. However, this could change on June 20.
有望获益于绿色议程的许多公司在7万亿美元的国内A股市场上市,该市场对海外的众多基金而言仍是奇异的。但是,这种情况可能会在6月20日发生变化。
If MSCI decides to include A shares in its emerging markets index, passive managers will be obliged to take on exposure for the first time, while active managers seek the best Chinese stocks, says Caroline Owen, chief executive, of RMB Global Advisors in New York. “We are on the verge of one of the greatest rebalancings in global portfolios in recent years,” she says.
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