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

Energy Transition | AI | Shifting World Order, Mint Finance

Suhas Reddy

Energy Transition | AI | Shifting World Order

Macroeconomics

<ul>
<li>China’s GDP growth continues to be driven by government spending while domestic demand and consumer confidence remains weak.</li>
<li>Exports fall in 2023, the first time since 2016 despite industrial production and utilisation rising.</li>
<li>China’s CPI inflation in December comes in at -0.3 % YoY, falls for three consecutive months.</li>
</ul>


China’s GDP growth continues to be driven by government spending while domestic demand and consumer confidence remains weak.
Exports fall in 2023, the first time since 2016 despite industrial production and utilisation rising.
China’s CPI inflation in December comes in at -0.3 % YoY, falls for three consecutive months.


Shanghai Stock Exchange Composite Index (SHCOMP INDEX)

Korea Stock Exchange Kospi Index (KOSPI INDEX)

Mint Macro Roundup: Deflation, Anaemic GDP Growth & Falling Exports Amplifies China Headwinds