Energy Transition | AI | Shifting World Order, Mint Finance

Amrutha Raj

Energy Transition | AI | Shifting World Order

Deep Fundamental Analysis

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.

Thematic (Sector/Industry)

<ul>
<li>Wheat trading sideways on weather concerns, but bearish sentiment driven by ample supplies is likely to prevail.</li>
<li>Corn prices rally significantly driven by unfavorable weather conditions and strong export demand. Analysts expect bearish turnaround.</li>
<li>Soybeans recover on US presidential election uncertainty; but speculation is overshadowed by persistent concerns over Chinese demand.</li>
</ul>


Wheat trading sideways on weather concerns, but bearish sentiment driven by ample supplies is likely to prevail.
Corn prices rally significantly driven by unfavorable weather conditions and strong export demand. Analysts expect bearish turnaround.
Soybeans recover on US presidential election uncertainty; but speculation is overshadowed by persistent concerns over Chinese demand.


[CB 29/2024]: Wheat Pressured,Corn Rallies,Soybean Remains Volatile on Political & China Uncertainty

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>Bajaj Auto to invest INR 800 crore in Maharashtra to boost electric three-wheeler production.</li>
<li>Emami plans to fully acquire The Man Company, enhancing its digital-first brand portfolio.</li>
<li>WeWork India to launch new workspaces in Bengaluru and Noida, addressing flexible workspace demand.</li>
</ul>


Bajaj Auto to invest INR 800 crore in Maharashtra to boost electric three-wheeler production.
Emami plans to fully acquire The Man Company, enhancing its digital-first brand portfolio.
WeWork India to launch new workspaces in Bengaluru and Noida, addressing flexible workspace demand.


# 35 India Insight: Bajaj Auto Investment, Emami Acquire Man Company, WeWork India New Workspaces

Founder & Head of Research, Fortress Hill Advisors

Alex Ng

Founder & Head of Research

Fortress Hill Advisors

Founded in Hong Kong in 2019, Fortress Hill Advisor seeks to provide premium economic and financial researches.

Premium Economic & Investment Research

Macroeconomics

<ul>
<li>Sustainability and ESG investment has increasingly gained importance and has become not just a talking point</li>
<li>Surprisingly, China is one of the most serious countries that care about ESG, even beating America and Europe in certain sustainability aspects.</li>
<li>It is worthwhile to review UN's 17 sustainability goals to see what each economy can do to to raise the hope of achieving them by 2030.</li>
</ul>


Sustainability and ESG investment has increasingly gained importance and has become not just a talking point
Surprisingly, China is one of the most serious countries that care about ESG, even beating America and Europe in certain sustainability aspects.
It is worthwhile to review UN's 17 sustainability goals to see what each economy can do to to raise the hope of achieving them by 2030.


<ul>
<li>Paytm and Axis Bank collaborate to enhance POS solutions, integrating advanced card payment devices.</li>
<li>Gland Pharma and Zydus Lifesciences secure key USFDA approvals for new medications.</li>
<li>Tata Consumer announces a Rs 3,000 crore rights issue to bolster financial position and growth.</li>
</ul>


Paytm and Axis Bank collaborate to enhance POS solutions, integrating advanced card payment devices.
Gland Pharma and Zydus Lifesciences secure key USFDA approvals for new medications.
Tata Consumer announces a Rs 3,000 crore rights issue to bolster financial position and growth.


# 33 India Insight: Paytm Collaborates with Axis, Gland Pharma Approval, Tata Consumer Right Issue

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

<ul>
<li>Nvidia gave guidance for significantly slower Q/Q growth in Q2</li>
<li>Nvidia and its HBM suppliers have told of shortages, driving hyperscale datacenters to build excess inventory</li>
<li>At the first sign of softness, Nvidia's customers are likely to enter a digestion phase, drastically reducing orders</li>
</ul>


Nvidia gave guidance for significantly slower Q/Q growth in Q2
Nvidia and its HBM suppliers have told of shortages, driving hyperscale datacenters to build excess inventory
At the first sign of softness, Nvidia's customers are likely to enter a digestion phase, drastically reducing orders


Serbia
Insights on Serbia

[CB 29/2024]: Wheat Pressured,Corn Rallies,Soybean Remains Volatile on Political & China Uncertainty

Volatility in Wheat and Soy over weather concerns, while Corn rallies 3% on adverse weather and firming demand; Asset managers cut Corn net short...

Mint Finance

# 35 India Insight: Bajaj Auto Investment, Emami Acquire Man Company, WeWork India New Workspaces

Bajaj Auto invests in Maharashtra for electric three-wheelers, Emami acquires The Man Company, WeWork expands in Bengaluru and Noida to meet...

Sudarshan Bhandari

Sustainability and ESG Investment

Sustainability and ESG investment are no longer just talk; China leads in certain aspects, highlighting the importance of UN's 17 sustainability...

Alex Ng

# 33 India Insight: Paytm Collaborates with Axis, Gland Pharma Approval, Tata Consumer Right Issue

Paytm and Axis Bank team up for improved POS solutions, Gland Pharma and Zydus Lifesciences receive USFDA nods, Tata Consumer plans Rs 3,000 crore...

Sudarshan Bhandari

Is the AI Boom Over?

Nvidia's slower Q2 growth guidance and shortages in GPU and HBM supply could lead to excess inventory and reduced orders from customers, causing...

Jim Handy

[CB 29/2024]: Wheat Pressured,Corn Rallies,Soybean Remains Volatile on Political & China Uncertainty

Volatility in Wheat and Soy over weather concerns, while Corn rallies 3% on adverse weather and firming demand; Asset managers cut Corn net short...

Mint Finance

# 35 India Insight: Bajaj Auto Investment, Emami Acquire Man Company, WeWork India New Workspaces

​Bajaj Auto invests in Maharashtra for electric three-wheelers, Emami acquires The Man Company, WeWork expands in Bengaluru and Noida to meet...

Sudarshan Bhandari

Sustainability and ESG Investment

​Sustainability and ESG investment are no longer just talk; China leads in certain aspects, highlighting the importance of UN's 17 sustainability...

Alex Ng

# 33 India Insight: Paytm Collaborates with Axis, Gland Pharma Approval, Tata Consumer Right Issue

​Paytm and Axis Bank team up for improved POS solutions, Gland Pharma and Zydus Lifesciences receive USFDA nods, Tata Consumer plans Rs 3,000 crore...

Sudarshan Bhandari

Is the AI Boom Over?

​Nvidia's slower Q2 growth guidance and shortages in GPU and HBM supply could lead to excess inventory and reduced orders from customers, causing...

Jim Handy

Bajaj Auto invests in Maharashtra for electric three-wheelers, Emami acquires The Man Company, WeWork expands in Bengaluru and Noida to meet...

Sustainability and ESG investment are no longer just talk; China leads in certain aspects, highlighting the importance of UN's 17 sustainability...

Paytm and Axis Bank team up for improved POS solutions, Gland Pharma and Zydus Lifesciences receive USFDA nods, Tata Consumer plans Rs 3,000 crore...

Nvidia's slower Q2 growth guidance and shortages in GPU and HBM supply could lead to excess inventory and reduced orders from customers, causing...