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

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

Energy Transition | AI | Shifting World Order, Mint Finance

Srinidhi Raghavendra

Energy Transition | AI | Shifting World Order

Commodities

<ul>
<li>Chinese real estate investments fell 10.1% in the first five months of 2024 YoY. New home prices fell at the fastest pace in more than 9.5 years in May.</li>
<li>Fresh bank lending in China rebounded well expectations in May. Chinese banks issued 950B yuan (v/s 1.36T yuan issued last May) in new loans last month.</li>
<li>China's consumer inflation held flat in May amid feeble domestic demand, uneven economic recovery, and consumer confidence weakness.</li>
</ul>


Chinese real estate investments fell 10.1% in the first five months of 2024 YoY. New home prices fell at the fastest pace in more than 9.5 years in May.
Fresh bank lending in China rebounded well expectations in May. Chinese banks issued 950B yuan (v/s 1.36T yuan issued last May) in new loans last month.
China's consumer inflation held flat in May amid feeble domestic demand, uneven economic recovery, and consumer confidence weakness.


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