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

Bumper Brazil Harvest To Depress Near-Term Sugar Price Despite Indian Export & Blending Restrictions

[Counting Beans #5]: January WASDE Reaffirms Market’s Bearish Outlook

[Counting Beans #7] Collapse in Crush Margins Yet Another Blow for Soybean

El Niño Enhances Soybean Yields Creating Deflationary Impact on Its Prices

Double Crosshairs Haunt Wheat; Geopolitics and El Niño Impacts Global Staple

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Thematic (Sector/Industry)

Brazil Food products / Thematic (Sector/Industry)

Crude Palm Oil Active Contract (KOA COMDTY)

<ul>
<li>Global Vegetable Oil market remains in imbalance. This is expected to continue in the near future on accelerating demand and gradual supply.</li>
<li>India is and will continue to be the largest importer of vegetable oil.</li>
<li>National Trade &amp; EXIM Policy has an outsized influence on price.</li>
</ul>


Global Vegetable Oil market remains in imbalance. This is expected to continue in the near future on accelerating demand and gradual supply.
India is and will continue to be the largest importer of vegetable oil.
National Trade &amp; EXIM Policy has an outsized influence on price.


Five Key Takeaways in Five Charts from 26th GlobOil 2023 Conference in India