Insights from Mizuho Americas
Can Travel Come Back from COVID? Analyst James Lee on the Road Ahead
Senior US/China Internet Analyst James Lee analyzed a portfolio of international online travel agencies in the midst of the coronavirus pandemic, and finds that while it’s been a rough ride, all is not lost.
Get Ready for the Bot Invasion
The technology world is abuzz about “bots.” Or, at least, they have increasingly become an area of focus and funding, according to Mizuho analysts Neil Doshi and San Phan after attending the MobileBeat “Bot” Conference in San Francisco this July
"Brexit Firpta Gics!" (Translation: REITs Should Outperform)
A series of non-fundamental factors appear to be net near-term supportive for US REITs
Retail & REIT Takeaways: Silver Lining for Retailers…Peaking Rents for Landlords?
We recently hosted a meeting with retail REIT expert Josh Podell of Podell Real Estate Advisors (PREA) to discuss trends (positive and negative) facing retailers and their retail REIT landlords