KALL - Harnessing Growth: China At The Forefront Of Sustainable Technology

• China’s sustainability effort has been accelerated as a result of the country’s ambitious 14th Five-Year Plan to transition towards a green economy. China’s commitment to net-zero carbon emissions by 2060 plays a key role in this transition.
• Within China A-Shares, we see the emergence of a new global investment theme in sustainable technology, where innovation and technology are creating lasting sustainable solutions.
• Two lesser-known A-Share listed companies, Shanghai Baosight Software Co. and Hundsun Technologies, we believe have compelling ESG business models, GARP-like characteristics and, collectively, exemplify the disruptive nature of China’s SusTech revolution.

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