Insights

FILTER BY:
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Excess Supply: A More Robust ExplanationExcess Supply: A More Robust Explanation
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
Infographic: Drug Pricing Survey Results - 2016Infographic: Drug Pricing Survey Results - 2016
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
Nine Books to Add to Your Holiday Reading List from Mizuho Americas LeadersNine Books to Add to Your Holiday Reading List from Mizuho Americas Leaders
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!
Thankful Thanksgiving + Black Friday eCommerce SalesThankful Thanksgiving + Black Friday eCommerce Sales
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
Analysis of Politics & Data: Why You Should NOT Buy HospitalsAnalysis of Politics & Data: Why You Should NOT Buy Hospitals
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
Mizuho Healthcare Team: Guide to Investing for Election 2016Mizuho Healthcare Team: Guide to Investing for Election 2016
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
Corporate Corner: A Different Approach to Commercial PaperCorporate Corner: A Different Approach to Commercial Paper
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
QCOM and NXPI: A Strategic Powerhouse for the Next DecadeQCOM and NXPI: A Strategic Powerhouse for the Next Decade
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
Global Mizuho Report Addresses REIT Bubble Concerns: Sparkling But Not Too BubblyGlobal Mizuho Report Addresses REIT Bubble Concerns: Sparkling But Not Too Bubbly
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

Get Mizuho's insights in your inbox

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
back-to-top-blue