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

[Iron Options Weekly 2024/28] Supply/Demand Outlook for Iron Ore Outweighs Stimulus Hopes

[Iron Options Weekly 2024/29] China’s Plenary Meeting and Rate Cut Fail to Enthuse Iron Ore Markets

[IO Weekly 2024/30] China’s Manufacturing Slowdown & Strong Supply Continue to Pressure Iron Ore

Harvesting Seasonality in Iron Ore Prices Induced by Weather, Inventory Restocking, and Holidays

Persistent Weakness in Chinese Real Estate Will Drag Iron Ore Prices Down

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Commodities

<ul>
<li>Anticipation of an extensive stimulus package at China’s Third Plenum, aimed at revitalizing the decelerating economy, is driving a rebound in iron ore prices.</li>
<li>China's iron ore imports have increased by 7% year-over-year despite a 3% decline in steel output, leading to a buildup in inventories on-shore. </li>
<li>The convergence of technical signals and seasonal trends in the SGX TSI Iron Ore Index suggests a bullish market stance, highlighting potential profit opportunities.</li>
</ul>


Anticipation of an extensive stimulus package at China’s Third Plenum, aimed at revitalizing the decelerating economy, is driving a rebound in iron ore prices.
China's iron ore imports have increased by 7% year-over-year despite a 3% decline in steel output, leading to a buildup in inventories on-shore. 
The convergence of technical signals and seasonal trends in the SGX TSI Iron Ore Index suggests a bullish market stance, highlighting potential profit opportunities.


Iron Ore Prices on Fire on Hopes of China’s Third Plenum