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)

Russia Consumer staples distribution and retail / Thematic (Sector/Industry)

<ul>
<li>Wheat Prices declined over a large US harvest forecast, but bargain buying and strong demand over cheaper Russian wheat offered support.</li>
<li>Corn Prices declined but tighter stocks kept a leash on losses. Weather concerns in Ukraine and the US provided some support, while record high ethanol production suggests strong demand.</li>
<li>Soy Prices fell the most due to ample global supplies and doubts about Chinese demand. A larger Brazilian crop estimate adds downward pressure.</li>
</ul>


Wheat Prices declined over a large US harvest forecast, but bargain buying and strong demand over cheaper Russian wheat offered support.
Corn Prices declined but tighter stocks kept a leash on losses. Weather concerns in Ukraine and the US provided some support, while record high ethanol production suggests strong demand.
Soy Prices fell the most due to ample global supplies and doubts about Chinese demand. A larger Brazilian crop estimate adds downward pressure.


[CB 28/2024]: Volatile Week for Grains; Massive US Harvest Leads Bearish Sentiment