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 Technical 2025/20] Bullish Momentum Builds

[IO Technicals 2025/21] Bullish Momentum to Persist

[IO Fundamentals 2025/20] US Tariffs Weigh on China’s April Economic Performance

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Commodities

<ul>
<li>China's NBS manufacturing PMI edged up to 49.5 in May, while Caixin PMI dropped sharply to 48.3 signaling the first contraction in 8 months. </li>
<li>China’s industrial profits stagnated in April 2025, highlighting persistent challenges from weak demand, trade war tensions, and deflationary pressures.</li>
<li>Iron ore inventories continued to decline amid slowing shipments and softer blast furnace demand, signaling ongoing destocking.  </li>
</ul>


China's NBS manufacturing PMI edged up to 49.5 in May, while Caixin PMI dropped sharply to 48.3 signaling the first contraction in 8 months. 
China’s industrial profits stagnated in April 2025, highlighting persistent challenges from weak demand, trade war tensions, and deflationary pressures.
Iron ore inventories continued to decline amid slowing shipments and softer blast furnace demand, signaling ongoing destocking.  


[IO Fundamentals 2025/22] PMI Data Divergence and Declining IO Inventories

Iron Ore

[IO Fundamentals 2025/22] PMI Data Divergence and Declining IO Inventories