The combined investment themes of China and environment provide a compelling case for investment. The sector remains volatile as it matures and reacts to environmental and industry development policy shifts. The quality and scale of the companies included in the sector varies widely and strong research into both sub-sectors and companies is essential before committing to the sector.
The China CleanTech Index rose from 48.59 to 50.15 over the month of November recording a 3.2% gain. This compared to the NEX loss of 2.9%, the CTIUS gain of 1.4%, the Shanghai Composite gain of 10.8% and the MSCI gain of 1.8%.
The best performing sub-indices for the month were the China Hydro Index with a 6.5% gain and the China Wind Index with an 4.6% gain. The two weakest sub-indices through October were the China Environment Index and the China Waste Index that both recorded losses of 2.5%.
The China CleanTech Index rose from 46.8 to 47.8 over the month of September recording a 2.0% gain. This compared to the NEX loss of 6.6%, the CTIUS loss of 6.9%, the Shanghai Composite gain of 6.6% and the MSCI loss of 2.9%. The China CleanTech 20 recorded a 1.9% loss.
The best performing sub-indices for the month were the China Efficiency Index with a 13.0% gain and the China Storage Index with an 11.6% gain. The two weakest sub-indices through August were the China Waste Index which recorded a gain of only 4.5% and the China Water Index recording a gain of 5.5%.
The China CleanTech Index recorded a very strong 8.8% gain in August 2014 and outperformed all of its four benchmarks. The best performing sub-indices for the month were the China Efficiency Index with a 13.0% gain and the China Storage Index with an 11.6% gain.
The best performing sub-indices for the month were the China Hydro Index with a 6.7% gain and the China Efficiency Index with a 1.0% gain. The two weakest sub-indices through July were the China Storage Index which recorded a loss of 7.5% and the China Solar Index recording a loss of 7.3%.
