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Sector by Sector: Mizuho's Key Themes for Investors in 2017Sector by Sector: Mizuho's Key Themes for Investors in 2017
Energy & Utilities
Healthcare
Perspectives
Real Estate
Technology + Media + Telecom

Sector by Sector: Mizuho's Key Themes for Investors in 2017

February 15, 2017
With the first quarter of the year well in motion, it is no surprise that policy, market conditions and technology disruption are affecting a variety of industries, as well as overall investor sentiment.
What is China’s Trump Card in a Trade War?What is China’s Trump Card in a Trade War?
Research

What is China’s Trump Card in a Trade War?

February 15, 2017
On 10 February, US President Donald Trump had a telephone conversation with Chinese leader Xi Jinping
The Trump Reflation Trade in DoubtThe Trump Reflation Trade in Doubt
Market Trends

The Trump Reflation Trade in Doubt

February 8, 2017
The USD has experienced a period of consolidation since the beginning of the year with the DXY index losing nearly 3% of its value
Breaking Down Biotech: Despite Trading Near Historical Lows, A Promising Sector for 2017Breaking Down Biotech: Despite Trading Near Historical Lows, A Promising Sector for 2017
Healthcare
Market Trends

Breaking Down Biotech: Despite Trading Near Historical Lows, A Promising Sector for 2017

February 3, 2017
In November 2016, Mizuho’s Salim Syed initiated coverage of Amgen (AMGN), Celgene (CELG), Biogen (BIIB) and Gilead (GILD), as part of a comprehensive biotech sector initiation report covering all facets of the industry
Poison Pen: The ACA Executive OrderPoison Pen: The ACA Executive Order
Healthcare
Research

Poison Pen: The ACA Executive Order

January 23, 2017
So much for a slow and smooth transition: immediately upon taking office, President Trump signed an executive order directing his administration to ease the burden of the ACA
China Housing Market Could Get Worse But Probably Not CheaperChina Housing Market Could Get Worse But Probably Not Cheaper
Real Estate
Research

China Housing Market Could Get Worse But Probably Not Cheaper

January 10, 2017
In our House Alarm series published from May to October 2016, we warned of a policy reversal from easing to tightening, the fading of sales momentum, and a likely housing price decline in upper-tier cities, among other risks
Five Areas Companies Should Focus on in Current US Political ClimateFive Areas Companies Should Focus on in Current US Political Climate
Market Trends

Five Areas Companies Should Focus on in Current US Political Climate

January 10, 2017
At the outset of the year, corporates are contingency planning for the potential impact of the Republicans gaining control of both the legislative and executive branches of government
Mizuho's U.S. Gaming Survey 2.0Mizuho's U.S. Gaming Survey 2.0
Research
Technology + Media + Telecom

Mizuho's U.S. Gaming Survey 2.0

January 5, 2017
In December 2016, we conducted our second gaming survey of more than 630 console gamers, and we remain generally bullish for the overall video game industry as we head into 2017
The Mexican Peso: A Story of Global GrowthThe Mexican Peso: A Story of Global Growth
Market Trends

The Mexican Peso: A Story of Global Growth

January 4, 2017
The volatility experienced by the Mexican Peso (MXN) over the past six months does not reflect the fundamentals in the Mexican economy

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