Insights from Mizuho Americas
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Category: Research
The industrial landscape: Challenges and opportunities as the sector weathers supply chain and inflation pressures
Investors might be wary about the industrial sector after two years of unprecedented supply chain disruptions and record cost inflation, but the landscape is slowly improving. Senior US Industrials Analyst Brett Linzey looks at the current state of the market and examines longer-term secular trends.
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Category: Trends
Mizuho’s Silicon Valley Seminar – Spotlighting Truly Transformational AI
Which companies are driving the truly transformational and which will be transitional? And how can institutional investors get in on the ground floor? Our Semiconductors & Automotive Technologies Analyst, Vijay Rakesh, recently convened Mizuho’s 2018 Silicon Valley Seminar to spotlight some of the most promising, privately-held firms.