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China’s Highflying Solar Stocks Face Political Risk

 

A solar power plant in northwest China’s Xinjiang Uighur Autonomous Region

STR/AFP/Getty Images

 

Americans are paying more attention to a desert corner of northwest China called the Xinjiang Uighur Autonomous Region, where the international community says the government has herded Muslim minorities into internment camps and forced-labor programs. Investors better pay heed, too.

Xinjiang might pose a surprise conflict for President Joe Biden’s environmental plans and to investors who prioritize environmental, social, and corporate governance, or ESG, factors. That’s because most of the silicon in the world’s solar panels…

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