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  • 1y
    fxtime fxtime
    NFP data sadly doesn't truly reflect the economics of employed consumers predicament...in the 1950's the average USA employee absorbed 7% of gross wages for healthcare and currently...
    1y
    Kay Van-Petersen Kay Van-Petersen
    fxtime, thx for the thoughts. Could not agree more... to be honest... I would have been more thrilled it it was Amazon, Tesla & other tech companies......
  • 1y
    buelte buelte
    very useful, thank yo Peter
    btw. , how does relay to President Trump's constant nagging to derail 'Obama Care', ie. is this the other side of the...
    1y
    Peter Garnry Peter Garnry
    @Kostis no its from our quant model Equity Radar, which we plan to open up to clients in the near future
    1y
    Peter Garnry Peter Garnry
    @buelte We see this partnership as corporate America's reaction to the inaction in Washington on some of the most pressing issues. US health care system is probably...
  • Article / 27 March 2017 at 12:57 GMT

    Volatility Update: Markets tense as volatility expands — #SaxoStrats

    Product Manager, Options Trader, Educator
    Denmark
    Volatility Update: Markets tense as volatility expands — #SaxoStrats
    US president Donald Trump's failure to push through a Republican healthcare bill last week has got investors nervous about his administration's prospects for enacting other legislation. Equities, particularly healthcare stocks, and the US dollar are feeling the pain of this defeat. Meanwhile, gold, the euro, rates and the VIX volatility index are gaining positive momentum.
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  • Article / 27 March 2017 at 7:00 GMT

    Morning Markets: Stocks retreat after Trump's Obamacare defeat

    Consulting editor / TradingFloor
    Norway
    Morning Markets: Stocks retreat after Trump's Obamacare defeat
    Asia-Pacific equities retreated on Monday following losses by US stocks on Friday after the Trump administration was dealt a blow by failure in Congress to repeal the Affordable Care Act, known as Obamacare. Bonds and gold rose in a flight to safety. Oil prices fell after a meeting of Opec and non-Opec producers in Kuwait caused confusion by leaving it to an expert committee to decide on a possible extension of production cuts.
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  • Editor’s Picks / 29 November 2015 at 23:52 GMT

    Demographic change in China spells business opportunity

    Nikkei Asian Review
    Japanese companies are investing in China to prepare for demographic changes, seeking to capitalize on a rapidly ageing population and a potential baby boom with the loosening of the one-child policy. China has 212 million people aged 60 and older, or 15.5% of the population. That figure has risen by 8.6 million per year in the past five years and it will grow further. The relaxation of the one-child policy could change the makeup of China's population as well. With more than 90 million women now allowed to have a second child, child-related consumer spending will likely increase. Population trends are creating promising opportunities in health care, pharmaceuticals and nursing services.
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  • Editor’s Picks / 11 June 2015 at 0:03 GMT

    Bad news is good news for rubber gloves

    CNBC
    Bad news has been a boon for Malaysia's rubber glove manufacturers, with the ringgit's drop and South Korea's MERS outbreak likely to provide a twin boost to profit. Malaysia's rubber glove industry may sound like a minnow in the emerging market universe, but it can loom large in the global healthcare market. It's the world's leading supplier of medical gloves, meeting more than 50 percent of global demand, according to the Malaysian Rubber Export Promotion Council.
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    4y
    Myra Myra
    This comment has been redacted
  • Article / 29 April 2015 at 5:01 GMT

    Earnings Preview: Investors prepare for Baidu's weak Q1

    China Watcher / Shanghai
    China
    Earnings Preview: Investors prepare for Baidu's weak Q1
    Chinese tech giant Baidu reports its Q1 earnings today, after US markets close. Investors anticipate slowing revenue growth, after management gave low guidance on the back of the late timing of the Chinese New Year. The conference call will focus on management commentary about a dispute with hospital union Putian, a key client for the important healthcare advertising business.
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  • Article / 08 April 2015 at 3:40 GMT

    No winners from Baidu’s healthcare spat

    China Watcher / Shanghai
    China
    No winners from Baidu’s healthcare spat
    China's biggest search engines have targeted healthcare advertising as a major long-term driver of revenues. However, Baidu has recently entered into a public spat with Putian, which represents 80% of China's private hospitals. This casts further doubt on its upcoming earnings release, after the firm announced lower than expected first-quarter revenue guidance. For Baidu, this dispute needs to be resolved sooner rather than later.
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