Sustainability with Substance

Mapping the sustainable growth journey in China and Korea

Juliana Hansveden and Yuxin Lin from the Sustainable Equity team recently travelled to China and Korea to meet existing and prospective portfolio companies. They discuss the insights gained from the trip and detail how they’re capturing the structural growth opportunities.

11 Jul 2023

11 minutes

Juliana Hansveden
Yuxin Lin
Ellie Clapton

Thirty six company visits over 14 days. A hectic schedule for Juliana Hansveden and Yuxin Lin as they travelled China and Korea for the first time since COVID. Listen to what they learned from their trip and how the Sustainable Equity team are thinking about these opportunities.


 

To listen to this and other podcasts, subscribe on Spotify, Apple Podcast, Google Podcasts or simply search for ‘Ninety One Big Picture’ on your podcast app of choice.

Authored by

Juliana Hansveden
Portfolio Manager
Yuxin Lin
Analyst
Ellie Clapton
Portfolio Specialist

Important Information

This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

All rights reserved. Issued by Ninety One.

For further information on indices, fund ratings, yields, targeted or projected performance returns, back-tested results, model return results, hypothetical performance returns, the investment team, our investment process, and specific portfolio names, please click here.