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Substantial upside for renewables even if IRA partially repealed, GMO says
13 December 2024In "almost all" cases, global renewables stocks have positive prospects even if the US Inflation Reduction Act (IRA) is repealed in full by president-elect Donald Trump, "and in many cases, the upsides are substantial", investment manager GMO has said.
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'Absurdly cheap' renewables firms present buying opportunity, says GMO
16 January 2024Clean energy firms are "ridiculously cheap", following a sell-off in recent months, according to GMO.