China’s role in supplying the clean energy transition
Published:
CFA Institute · 8 October 2026 · Expert commentary
CFA Institute’s article draws on Jiajing Sun’s expert commentary on clean-energy supply and demand, capacity adjustment, and the distinction between industry growth and shareholder returns. Her contribution emphasizes company-specific technology, governance, competitive positioning, and valuation.
This is a contribution of expert commentary to a CFA Institute feature, not an authored research paper.