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

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

[IO Technicals Weekly 2024/41] Iron Ore Prices Drop Amid Disappointing Stimulus Signals

[IO Options Weekly 2024/41] IO IV Surges and Put Activity Rebounds Following Golden Week

[IO Technicals Weekly 2024/42] Iron Ore Price Reversal Continues

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Commodities

<ul>
<li>Iron Ore prices closed at USD 101.55/ton, largely unchanged after a mid-week slump, buoyed by minor stimulus-driven recovery.</li>
<li>China’s industrial profits dropped 3.5% YoY, with steel mills posting cumulative losses of 34 trillion Yuan from January to September.</li>
<li>Iron Ore portside inventories remain high, declining only slightly by 400k tons, as demand struggles to meet import volumes.</li>
</ul>


Iron Ore prices closed at USD 101.55/ton, largely unchanged after a mid-week slump, buoyed by minor stimulus-driven recovery.
China’s industrial profits dropped 3.5% YoY, with steel mills posting cumulative losses of 34 trillion Yuan from January to September.
Iron Ore portside inventories remain high, declining only slightly by 400k tons, as demand struggles to meet import volumes.


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