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Market Trends
Excess Supply: A More Robust Explanation
The term “new normal,” coined by Mohamed El-Erian during his PIMCO days, has sparked a debate among economists and market participants which continues to rage without consensus
Healthcare
Market Trends
Infographic: Drug Pricing Survey Results - 2016
We recently surveyed investors and corporates on drug pricing and reimbursement at our 2016 Global Mizuho Investors Conference in New York. Here are the results
Perspectives
Nine Books to Add to Your Holiday Reading List from Mizuho Americas Leaders
Last year, more than 38 million Americans traveled during the holiday season, according to AAA – that's about one-tenth of the entire U.S. population!
Research
Technology + Media + Telecom
Thankful Thanksgiving + Black Friday eCommerce Sales
We believe that AMZN, EBAY, GOOGL should benefit from the strong start in eCommerce sales from Thanksgiving
Healthcare
Research
Analysis of Politics & Data: Why You Should NOT Buy Hospitals
When the right answer to the question, "What will happen to the ACA, Medicaid and Medicare?' is we don't and can't know, we see it as dangerous ground for investing
Healthcare
Research
Mizuho Healthcare Team: Guide to Investing for Election 2016
Mizuho's Healthcare Team has collaborated to update our January work showing that healthcare outperforms post-election when gridlock reigns, and give our joint view of the best ways to play the possible outcomes
Market Trends
Corporate Corner: A Different Approach to Commercial Paper
Despite its size and importance for corporates, the commercial paper markets are typically a low profile corner of the capital markets and rarely get much press
Research
Technology + Media + Telecom
QCOM and NXPI: A Strategic Powerhouse for the Next Decade
QCOM announced the agreement to acquire NXPI for $110 per share, a modest ~13x F18E consensus of $8.32
Market Trends
Real Estate
Global Mizuho Report Addresses REIT Bubble Concerns: Sparkling But Not Too Bubbly
Real estate has outperformed other markets in recent years, which has simultaneously raised celebrations and concerns, all the while begging more than a few questions