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Sector by Sector: Mizuho's Key Themes for Investors in 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.
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Category: research Research
What is China’s Trump Card in a Trade War?
On 10 February, US President Donald Trump had a telephone conversation with Chinese leader Xi Jinping
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Category: market-trends Market Trends
The Trump Reflation Trade in Doubt
The USD has experienced a period of consolidation since the beginning of the year with the DXY index losing nearly 3% of its value
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Breaking Down Biotech: Despite Trading Near Historical Lows, A Promising Sector for 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
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Poison Pen: The ACA Executive Order
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
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China Housing Market Could Get Worse But Probably Not Cheaper
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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Category: market-trends Market Trends
Five Areas Companies Should Focus on in Current US Political Climate
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
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Category: research Research
Mizuho's U.S. Gaming Survey 2.0
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
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Category: market-trends Market Trends
The Mexican Peso: A Story of Global Growth
The volatility experienced by the Mexican Peso (MXN) over the past six months does not reflect the fundamentals in the Mexican economy