Thematic (Sector/Industry)

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

China

Russia

Philippines

United States

Thailand

Cambodia

Myanmar

Malaysia

Pakistan

Indonesia

Mexico

Ukraine

Bermuda

Egypt

Panama

India

South Korea

Taiwan

Cameroon

Czech Republic

Tunisia

United Arab Emirates

Iran

Poland

Brazil

Gabon

Greece

Saudi Arabia

Turkey

Kenya

South Africa

Qatar

Zambia

Chile

Cayman Islands

Argentina

Colombia

Peru

Canada

Vietnam

Australia

Hong Kong

Singapore

Brunei

Bangladesh

Belgium

Mongolia

New Zealand

Japan

Macau

Sri Lanka

Palestine

France

Germany

United Kingdom

Netherlands

Switzerland

Finland

Italy

Spain

Norway

Denmark

Austria

Iceland

Ireland

Israel

Luxembourg

Monaco

Portugal

Sweden

Oman

Nigeria

Ghana

Estonia

Romania

Morocco

Iraq

Bahrain

Jordan

Zimbabwe

Kuwait

Croatia

Lithuania

Serbia

Slovenia

Mauritius

Benin

Burkina Faso

Ivory Coast

Mali

Niger

Senegal

Togo

Botswana

Lebanon

Hungary

Malta

Liechtenstein

Bulgaria

Cyprus

PDD Holdings Inc. is a multinational commerce group that owns and operates a portfolio of businesses. The Company focuses on digital economy so that local communities and small businesses can benefit from the increased productivity and new opportunities. PDD Holdings has built a network of sourcing, logistics, and fulfillment capabilities for its underlying businesses.

Amazon.com, Inc. is an online retailer that offers a wide range of products. The Company's products include books, music, videotapes, computers, electronics, home and garden, and numerous other products.  Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related accessories. The Company also offers payment, digital content, cloud and advertising services. Apple Inc.'s customers are primarily in consumer, small & mid-sized business, education, enterprise and government markets worldwide.

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

Walmart Inc. operates discount stores, supercenters, and neighborhood markets. The Company offers merchandise such as apparel, house wares, small appliances, electronics, musical instruments, books, home improvement, shoes, jewelry, toddler, games, household essentials, pets, pharmaceutical products, party supplies, and automotive tools. Walmart serves customers worldwide.

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

Target Corporation operates general merchandise discount stores. The Company focuses on merchandising operations which includes general merchandise and food discount stores and a fully integrated online business. Target also offers credit to qualified applicants through its branded proprietary credit cards.

Xiaomi Corporation manufactures communication equipment and parts. The Company produces and sells mobile phones, smart phone software,  set-top boxes, and related accessories. Xiaomi markets its products worldwide.

Alibaba Group Holding Limited provides online sales services. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.

Materials

Consumer Staples

Industrials

Energy

Consumer Discretionary

Information Technology

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

Amrutha Raj

Energy Transition | AI | Shifting World Order

Amrutha Raj
Energy Transition | AI | Shifting World Order
• Mint Finance

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Areas of Expertise

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