Trade Risks Start to Impact, as China Biotech Ambitions Grow…
Cyclical indicators are softening this month - new orders index for the Philly Fed fell nearly 23 points while Japan’s PMI new export orders...
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Human Longevity
At KIS capital we try to keep ourselves at the forefront of technology and innovation, attempting to identify which industries may blossom, and...
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Drugs Evolving Into 'Biological Software' to Boost Moribund Pharma Sector?
The global pharma and biotech sector has underperformed by about four points this year, and five over three years – the divergence with other...
392 Views
U.S. Equity Strategy: Reiterating Biotechs, Gold Miners; Downgrading Financials to Market Weight
Key themes: Downgrading Financials. Given the Sector’s relative deterioration, we are downgrading Financials to market weight. Pockets of strength...
636 Views
Trump Health Effect: What Is Next for the Consumer Health Industry Under Trump's Leadership?
While the US consumer health industry will remain a strong centre for investment, development and technology innovation in 2017 and is expected to...
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