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

Monthly Container Shipping Tracker | Lapping Easy Comps | Red Sea Re-Routes & More (December 2023)

Monthly Container Shipping Tracker | Maersk, Evergreen, ZIM Report Disparate Results (November 2023)

Maersk Q3: Estimates Met, Guidance Kept | But Downbeat Assessment of Market Sends Shares Down -17%

Global Commodities, Mint Finance

Srinidhi Raghavendra

Global Commodities

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>Panama Canal and Suez Canal are critical corridors underpinning global trade. &gt;50% of containers from Asia into America cross either through Panama or Suez.</li>
<li>Affected by El Niño, Panama Canal's capacity has shrunk to 25/day crossings &amp; risks falling to 18/day by February next year from an average of 36/day given shrinking water levels.</li>
<li>Given Europe’s higher sensitivity to geopolitics, European Natural Gas &amp; Crude Oil prices have reacted more wildly and have jumped sharply relative to US Gas and Oil prices.</li>
</ul>


Panama Canal and Suez Canal are critical corridors underpinning global trade. &gt;50% of containers from Asia into America cross either through Panama or Suez.
Affected by El Niño, Panama Canal's capacity has shrunk to 25/day crossings &amp; risks falling to 18/day by February next year from an average of 36/day given shrinking water levels.
Given Europe’s higher sensitivity to geopolitics, European Natural Gas &amp; Crude Oil prices have reacted more wildly and have jumped sharply relative to US Gas and Oil prices.


War and Weather Choking Supply Chains and Risks Spooking Inflation