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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
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

December 6, 2016
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

November 28, 2016
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

November 22, 2016
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

November 7, 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

November 4, 2016
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

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