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

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Commodities

<ul>
<li>A slowdown in China's property and manufacturing sectors along with high refining ouput has led to a significant increase in copper inventories, contributing to short-term demand concerns.</li>
<li>Major copper miners face production challenges, risking future supply deficits amid growing demand from the photovoltaic and EV industries.</li>
<li>Asset managers have reduced their long positions in copper due to near-term market conditions, reflecting a cautious outlook on immediate price movements.</li>
</ul>


A slowdown in China's property and manufacturing sectors along with high refining ouput has led to a significant increase in copper inventories, contributing to short-term demand concerns.
Major copper miners face production challenges, risking future supply deficits amid growing demand from the photovoltaic and EV industries.
Asset managers have reduced their long positions in copper due to near-term market conditions, reflecting a cautious outlook on immediate price movements.


銅の矛盾を乗り越える：短期的な需要減退と長期的な供給不足

Copper

銅の矛盾を乗り越える：短期的な需要減退と長期的な供給不足