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

Thematic (Sector/Industry)

China Transportation infrastructure / Thematic (Sector/Industry)

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<li>China’s EV sales surpassed ICE car sales for five straight months. From January to November 2024, EV wholesales totalled 11.2 million.  </li>
<li>China’s EV sales reached a record 1.467 million units in November, marking 53% YoY growth and surpassing one million units for the fourth consecutive month. </li>
<li>China’s EV sales are projected to hit 12 million units in 2024, 48.1% YoY increase from 8.1 million in 2023. In 2020, only 1.1 million units were sold in China. </li>
</ul>


China’s EV sales surpassed ICE car sales for five straight months. From January to November 2024, EV wholesales totalled 11.2 million.  
China’s EV sales reached a record 1.467 million units in November, marking 53% YoY growth and surpassing one million units for the fourth consecutive month. 
China’s EV sales are projected to hit 12 million units in 2024, 48.1% YoY increase from 8.1 million in 2023. In 2020, only 1.1 million units were sold in China. 


Structural Shift in China’s Energy Mix (Part 1, EVs)