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

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Equity Bottom-Up

iSharesGlobal Clean Energy ETF / Equity Bottom-Up

<ul>
<li>ICLN has surged more than 35% since April, driven by record renewable generation, strong corporate earnings, and institutional inflows.</li>
<li>Investors and banks are rotating capital from fossil fuels into clean energy, signalling structural shifts and fuelling the rise of solar and renewables.</li>
<li>Global clean energy investment, led by solar, points to the early stages of a solar super cycle, positioning ICLN as a prime long-term play.</li>
</ul>


ICLN has surged more than 35% since April, driven by record renewable generation, strong corporate earnings, and institutional inflows.
Investors and banks are rotating capital from fossil fuels into clean energy, signalling structural shifts and fuelling the rise of solar and renewables.
Global clean energy investment, led by solar, points to the early stages of a solar super cycle, positioning ICLN as a prime long-term play.


投資家がクリーンエネルギーに注力する中、ICLNの上昇モメンタムはより長く続く見込み