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 Ore and Dry Bulk Freight, Mint Finance

Umang Agrawal

Iron Ore and Dry Bulk Freight

Commodities

<ul>
<li>The Politburo signalled only mild policy easing on July 30, disappointing investors hoping for stronger measures to address China’s property slump.</li>
<li>China’s July NBS Manufacturing PMI fell, highlighting fading pre-tariff export momentum and persistently weak domestic demand conditions.</li>
<li>Prices are below the 9‑day moving average, and a bearish MACD crossover suggests a potential short‑term pullback.</li>
</ul>


The Politburo signalled only mild policy easing on July 30, disappointing investors hoping for stronger measures to address China’s property slump.
China’s July NBS Manufacturing PMI fell, highlighting fading pre-tariff export momentum and persistently weak domestic demand conditions.
Prices are below the 9‑day moving average, and a bearish MACD crossover suggests a potential short‑term pullback.


[IO Technicals 2025/31] Muted Policy Support and Soft Demand Weigh on IO Prices