Post by Harriet Noble

Crises can be powerful accelerators. Just as Covid fast tracked digital adoption, the Iran conflict and tariff tensions are now accelerating the energy transition, with energy security driving increased investment into renewables and storage. The opportunity lies in select emerging markets such as China and Brazil, and in companies like CATL, which sit at the intersection of electrification and energy infrastructure. This is not a cyclical shift, but a structural one, with emerging markets at the centre. 🇧🇷🇨🇳⚡️🚢🌱 #FPCarmignacemergingmarkets #straitofhormuz #China #Brazil #energytransition #activeinEM Naomi Waistell, CFA Xavier Hovasse https://lnkd.in/eFWJGgFs