Investment Management
Starting January 1 2017, Walgreens and Prime Therapeutics will combine their mail-order pharmacy and specialty drug businesses making Walgreens retail pharmacies Prime’s largest partner in its narrow-network plan. Prime, which is owned by 14 Blue Cross and Blue Shield health plans, is smaller than many of its competitors, giving it less leverage in negotiations with […]
IF History does not Repeat itself and OPEC complies with the latest output cut, (between 2000 and 2008 OPEC outproduced its quota by an average of 883K barrels per day) Bernstein sees Oil going to $70 per barrel in 2017 due to a 500,000 barrels per day deficit in the first half of next year […]
Starting next week the Shenzhen-HK Stock Connect starts and we are keeping an eye on Aier Eye Hospital Group – the only fully integrated private ophthalmology hospital chain in China with 120 outlets spread across tier two and tier three cities The Middle Kingdom has more myopia suffers than the U.S. has people. Around […]
Morgan Stanley‘s equity strategist Jonathan Garner, who downgraded Chinese stocks before the big blow-up in June 2015, is feeling bullish towards mainland stocks again Garner says China is re-entering a bull market and forecasts the Shanghai Composite Index will hit 4,400 next year, or another 34% upside in yuan terms We now forecast EPS […]
Subscribers who bought Bank of China in HK in Feb on our advice are now making a total paper profit of 89% on a total of 4 positions China Merchants Securities Co. and China International Capital Corp. say that Chinese banks are poised to rally next year as bad loans stabilize and they see […]
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