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

IO Weekly Technicals Review [2024/44]: Set For Large Move

[IO Fundamentals Weekly 2024/43] Stimulus Provides Small Boost to IO; Fundamental Outlook Downbeat

[IO Options Weekly 2024/44] Calls Dominant Ahead of China Parliament Meeting

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Commodities

<ul>
<li>China’s new fiscal package may total 10 trillion yuan, with 4 trillion allocated for special bonds to support land and property purchases through 2025.</li>
<li>China’s manufacturing PMI rose to 50.1 in October, signaling the sector’s shift to growth after five months of contraction, supported by recent stimulus.</li>
<li>Elevated iron ore inventories, reaching near 2022 highs, are dampening import demand despite increased steel production and marginal improvements in PMI data.</li>
</ul>


China’s new fiscal package may total 10 trillion yuan, with 4 trillion allocated for special bonds to support land and property purchases through 2025.
China’s manufacturing PMI rose to 50.1 in October, signaling the sector’s shift to growth after five months of contraction, supported by recent stimulus.
Elevated iron ore inventories, reaching near 2022 highs, are dampening import demand despite increased steel production and marginal improvements in PMI data.


[IO Fundamentals 2024/44] China Fiscal Plan and Rising IO Inventories

Iron Ore

[IO Fundamentals 2024/44] China Fiscal Plan and Rising IO Inventories