Investing in the prospect of drug pricing reforms

Investing in the prospect of drug pricing reforms

The Trump Administration is considering reforms in the payment for prescription drugs covered under Medicare Part B. The changes include ones that could be accomplished without the need to pass legislation through Congress. The reforms could have significant implications for the companies that manufacture the drugs covered under Part B. Medicare Part B covers drugs […]

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The Future of E-Commerce and Retail Will Be Written in China

The Future of E-Commerce and Retail Will Be Written in China

We believe China is ground zero for the future of retail and the West will learn from and adapt the experiments that are already moving to scale in the East. Consider Alibaba, the Chinese Internet giant whose wide-ranging businesses span e-commerce, offline retail, fintech, online video, maps and browsers, and artificial intelligence. By end of […]

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What does Qassim Suleimani’s death mean for the market?

What does Qassim Suleimani’s death mean for the market?

On Thursday evening, Iran’s top security and intelligence commander, General Qassim Suleimani, was killed in a drone strike at Baghdad International Airport. The strike, which was authorized by US President Donald Trump, represents a potentially dangerous escalation in the growing confrontation between the US and Iran. How are the markets responding? Markets reacted quickly to […]

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