Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Vietnam's Equities Poised To Recover On The Back Of Potential Market Upgrade And Easing Overhang

Broadcom's AI-Driven Growth Signals Upside Amid Stock Split Surges

Mega Caps Thrive But Other Tech Firms Are Punished for Lack of AI-Linked Earnings Potential

Not Every Cloud Has A Silver Lining: Some Cloud Offerings Are Set To Soar Despite Slowdown

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Cross Asset Strategy

Singapore & United states / Cross Asset Strategy

<ul>
<li>Singapore's REITs, representing 12% of the equity market, face pressures from rising interest rates and economic downturns, which impact profitability and market performance.</li>
<li>The data center REIT sector is propelled by increasing AI applications, data sovereignty laws, and the growth of cloud services, positioning it for significant expansion.</li>
<li>Digital Core REIT benefits from its presence in key tech hubs and high-performance computing offerings, positioning them to outperform in a tight data center market.</li>
</ul>


Singapore's REITs, representing 12% of the equity market, face pressures from rising interest rates and economic downturns, which impact profitability and market performance.
The data center REIT sector is propelled by increasing AI applications, data sovereignty laws, and the growth of cloud services, positioning it for significant expansion.
Digital Core REIT benefits from its presence in key tech hubs and high-performance computing offerings, positioning them to outperform in a tight data center market.


Capitaland Integrated Commercial Trust (CICT SP)

FTSE Straits Times Index (STI) (STI INDEX)

NikkoAM-StraitsTrading Asia Ex Japan REIT ETF (AXJREIT SP)

NikkoAM-StraitsTrading Asia Ex Japan REIT ETF

iEdge S-REIT Leaders SGD Index (SREITLSP INDEX)

Gen AI Unleashes Hyper Demand for Data Centers

Singapore & United States

Gen AI Unleashes Hyper Demand for Data Centers