“I think China is using it in a very, very geopolitically savvy way, taking advantage of America’s ... regression back into a petrostate... “China just wins. America has abrogated the playing field.”

The ‘profound’ global impact of China’s rise as an electrostate - https://on.ft.com/473JgPQ via @FT

Client Challenge

@Ruth_Mottram There was a good Bloomberg article with a deeper dive earlier in the week, essentially saying these sectors will become un-investable in the West. Vestas should take care not to be next on the list.