Business

For a confluence of reasons ranging from COVID to property sector problems, China has been experiencing slower growth. Many cross-asset relationships suggest that a devaluation in China could help spur growth. Whether this will happen is another story, but if...

Headquartered in Basel, Switzerland, Roche is one of the largest biotech companies in the world, providing state-of-the-art diagnostics and treatments for serious diseases, including COVID-19. Speaking of which, over the last two years, the firm has delivered a world-leading portfolio...

Sanofi is one of the largest pharmaceutical companies in the world. Headquartered in Paris, France, this Knowledge Leader’s roots go back to the 1800s, to French chemist Louis Pasteur’s early vaccine discoveries, leading to the founding of the Pasteur Institute...

In this quarter’s strategy report, Navigating a Minefield, we discuss the following: -The Fed is tightening into a growth slowdown. Unlike in 2015, the Fed has just lifted off while the ISM Manufacturing is contracting and real GDP estimates for...