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By Marie Therese Truong and Daniel Jacquinot
Over half of the 6.9 billion world population lives now in urban areas and by 2030 it will be two-thirds of the 8.2 world population. Such a high level of urbanization and population growth has raised big concern for global warning and the race for the best green technology to tap renewable energy has started. Renewable energy funds are booming and more and more funds believe that it is mainstreaming the 21st century.
“The biggest challenge to avoid pitfalls of "me-too" is to spend time understanding the companies we invest in, to look for companies with unique technology, patents, market share and or distribution models. These companies will over time be able to maintain pricing power which will enable them to...
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