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Arvind Sanger - The Sustainable Energy Transition

The Business Brew

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The Confluence of Circumstances Driven Our Performance

From the beginning of 99 to the end of 2007, energy and metals and mining indices were up sixfold. But from 2010 to 2019 that decade was down 30 to 50%. While NASDAQ was up fourfold and S&P 500 about two and a half. So you have the two mirror images. And clearly, I wasn't smart enough to foresee how bad the decade of the 2010s would be for China.

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