Andrew Obin, Senior Multi-Industry Analyst, BofA - Payback time
Momenta I Digital Thread
00:00
The Future of Industrial Policy
The US is trying to build world leading decarbonization industry. Semiconductors, de-cribinization industry built out through IRA and by pharma. There's a lot of focus on building green buildings and energy efficiency in the U.S., which impacts more traditional industrial companies.
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