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DATE
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WEDNESDAY, 16 FEBRUARY 2022
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| Title | Global Energy Transition |
| Moderator | Yeap Kar Chun Investment Advisor Standard Chartered Bank Malaysia |
| Speaker(s) | Ulrik Fugmann Lead Portfolio Manager, Environmental Strategies Group BNP Paribas Asset Management |
| Key Takeaways | 1. Despite its strong earnings outlook ahead, clean energy stocks have been sold off significantly on the back of growth to value rotation and a stalled “green” stimulus package in US. The selloff has brought valuation of clean energy stocks to an attractive level and offers buy on dip opportunities for investors.
2. Waning inflation pressure and a possible passage of Build Back Better Plan in US are near term catalysts to watch that could potentially drive outperformance of clean energy stocks in 2022.
3. With government commitment in tackling climate change issues and clean technology becoming increasingly viable, the long-term investment case for clean energy stocks remains firmly intact.
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