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China Economics: 2017 National People’s Congress Work Report HighlightsChina Economics: 2017 National People’s Congress Work Report Highlights
Research

China Economics: 2017 National People’s Congress Work Report Highlights

March 6, 2017
Delivered at the opening ceremony of the National People’s Congress, Premier Li’s government work report outlined China’s economic policy for the year ahead
UC Irvine Recap: The Price of TrumpUC Irvine Recap: The Price of Trump
Healthcare
Research

UC Irvine Recap: The Price of Trump

February 28, 2017
The UC Irvine HC Forecast Conference is usually a must-attend event for us, but this year even more so
The Digital Payments Revolution: What are the Key Questions for Payment Professionals?The Digital Payments Revolution: What are the Key Questions for Payment Professionals?
Market Trends

The Digital Payments Revolution: What are the Key Questions for Payment Professionals?

February 27, 2017
More than 420 billion non-cash payments are expected to have been made in 2015 representing a 10 per cent increase on the 387.3 billion in 2014, according to the 2016 World Payments Report by Cap Gemini and BNP Paribas
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

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