Far East Capital Newsletter
The unrelenting thematic - alternative energy and batteries
5 Nov 2016

In This Issue


Weekly Commentary

The unrelenting thematic - alternative energy and batteries

Perhaps the most important structural change to face industry and consumers right across the globe is the change in energy capture and storage. It started with fears of pollution, then global warming has been re-categorised as climate change. While the science has at times been questionable, and the real truth has been clouded by emotional debate, there is no denying that the enormous redirection of public funds and government subsidies in sympathy with the green movement has been a game changer. Momentum is such that there is no going back. 

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