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

Carrier Global Corporation: Expansion in Data Center Cooling Solutions A Critical Growth Catalyst? - Major Drivers

June 2024 Marks 13th Sequential Month Of Record Breaking Scorching Heat Across Land & Seas

Carrier Global Corporation: Increased Demand for Commercial HVAC & Other Major Drivers

Agri | Weather | Energy Transition, Mint Finance

Srinidhi Raghavendra

Agri | Weather | Energy Transition

Equity Bottom-Up

<ul>
<li>July 2024 ranked as the warmest July in NOAA’s 175-year global record. Land &amp; sea surface temperatures were above average across the planet barring few exceptions.</li>
<li>July had the 2nd smallest sea ice coverage in 46-years at 8.49 million square miles. There is a 77% chance that 2024 will rank as the warmest year on record.</li>
<li>Heating, Ventilation, and Air Conditioning (“HVAC”) stocks continue to rise on strong demand as temperatures peak across the planet.</li>
</ul>


July 2024 ranked as the warmest July in NOAA’s 175-year global record. Land &amp; sea surface temperatures were above average across the planet barring few exceptions.
July had the 2nd smallest sea ice coverage in 46-years at 8.49 million square miles. There is a 77% chance that 2024 will rank as the warmest year on record.
Heating, Ventilation, and Air Conditioning (“HVAC”) stocks continue to rise on strong demand as temperatures peak across the planet.


Shares of Cooling Firms Have Turned Red Hot on Record Setting Scorching Heat