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

Bullion Ballet: Trading the Gold Platinum Ratio

Bitcoin to Continue Outshining Gold In 2024

After Bitcoin’s Stunning Rally. What Next?

Seeking Shelter in Gold on Rising Geopolitical Risks

BOJ's Looser for Longer Stance Risks Pushing Yen To 155/USD

Supply Tightness, Robust Demand Could Push Crude Oil Prices Into Triple Digit Territory

Energy Transition | AI | Shifting World Order, Mint Finance

Pranay Yadav

Energy Transition | AI | Shifting World Order

Commodities

<ul>
<li>Geopolitical risk has driven a resurgence in gold with price 1.5% higher following heightened tensions in the middle-east. </li>
<li>In a soft-landing scenario in 2024, gold faces downside risk from investor rotation to other assets.  </li>
<li>Options metrics point to bullish positioning in gold, central bank demand remains a strong driver in H2 2023.</li>
</ul>


Geopolitical risk has driven a resurgence in gold with price 1.5% higher following heightened tensions in the middle-east. 
In a soft-landing scenario in 2024, gold faces downside risk from investor rotation to other assets.  
Options metrics point to bullish positioning in gold, central bank demand remains a strong driver in H2 2023.


Rising on Geopolitical Tides, Gold Braces for Pressure in 2024