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

Latest WASDE Paints Agri Bearishness; Wheat Harvest Dominates While Corn & Beans Find Thin Support

[CB 30/2024] Corn & Soy Tumble on Improving Weather; Chinese Demand Likely to Support Soy

[Q2 Earnings Review] ADM Falls Short of Expectations on Weak Results in AS&O & Nutrition Businesses

[CB 27/2024] Wheat & Bean Up on Improving Demand as Corn Tumbles on Benign Planting & Solid Harvest

Energy Transition | AI | Shifting World Order, Mint Finance

Amrutha Raj

Energy Transition | AI | Shifting World Order

Thematic (Sector/Industry)

United states Consumer staples distribution and retail / Thematic (Sector/Industry)

<ul>
<li>June witnessed heavy selling across major US crops across corn, beans and wheat with wheat taking the biggest hit.</li>
<li>Grain prices have been bearish on favorable supply. The adage of ‘rain makes grain’ has changed this summer to ‘grain falls like rain’ ahead of WASDE report.</li>
<li>Positive revisions are expected for major Wheat exporting countries US &amp; Russia, even as EU reels from adverse weather. US grain forecasts will follow suit and outweigh concerns</li>
</ul>


June witnessed heavy selling across major US crops across corn, beans and wheat with wheat taking the biggest hit.
Grain prices have been bearish on favorable supply. The adage of ‘rain makes grain’ has changed this summer to ‘grain falls like rain’ ahead of WASDE report.
Positive revisions are expected for major Wheat exporting countries US &amp; Russia, even as EU reels from adverse weather. US grain forecasts will follow suit and outweigh concerns


[WASDE Preview] Bounty Harvest of US Wheat & Corn; But Brace for Weak EU Forecast

United States Consumer Staples Distribution and Retail

[WASDE Preview] Bounty Harvest of US Wheat & Corn; But Brace for Weak EU Forecast