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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
ACA, Hospitals and Investors Face Uncertain 2017ACA, Hospitals and Investors Face Uncertain 2017
Healthcare
Market Trends

ACA, Hospitals and Investors Face Uncertain 2017

December 21, 2016
Among the many implications of November’s presidential election, there are few more impactful than those for the healthcare sector
Trump, OPEC, Energy and AlternativesTrump, OPEC, Energy and Alternatives
Energy & Utilities
Market Trends

Trump, OPEC, Energy and Alternatives

December 15, 2016
The energy world is receiving an expanded examination from Mizuho with additional energy research coverage in recent months
Excess Supply: A More Robust ExplanationExcess Supply: A More Robust Explanation
Market Trends

Excess Supply: A More Robust Explanation

December 14, 2016
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

December 7, 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

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