Part 8/10:
For investors eyeing the green and renewable sectors, China's ETS presents a complex but promising landscape. Due diligence remains crucial, as not all renewable companies are equally positioned for long-term success in a low-carbon economy. Companies with strong management, pricing power, and a proven track record are better poised to thrive.
Moreover, as the ETS expands to include more industrial sectors, the cost structures of businesses will inevitably shift. Firms proactively adopting low-carbon strategies may maintain or even improve their competitiveness over the long haul.