★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareEconomics & Trade MRP Initiates a Long Emerging Markets Healthcare Theme The rate at which new coronavirus infections are surging across Latin America, South Asia, and Africa suggests that emerging markets…McAlinden Research PartnersJuly 20, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Copper May Be Entering a Golden Moment The coronavirus has disrupted copper mines and delayed new builds, throttling current and future supply. Meanwhile, demand is bouncing back…McAlinden Research PartnersJuly 16, 2020
★ Daily Intelligence Briefings (DIBs)ServicesTechnologyTransportation New Wave of Drone Delivery Trials Rapidly Deploying Across the US Drone Deliveries of consumer goods and medical supplies are on the rise as technology firms and logistics giants have partnered…McAlinden Research PartnersJuly 15, 2020
★ Daily Intelligence Briefings (DIBs)FinancePolitics & Policy Chinese Banks Chalk up More Bad Loans as New Sanctions Loom Over Financial Sector NPL ratios across China’s financial system have continued an unrelenting rise through 2020 and are set to head even higher…McAlinden Research PartnersJuly 14, 2020
★ Daily Intelligence Briefings (DIBs)FinancePolitics & Policy Insurers & US Government Eye Pandemic Insurance Partnership The insurance industry has long argued that pandemics are uninsurable because of the difficulty of diversifying the risk away. Now…McAlinden Research PartnersJuly 13, 2020
★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsTechnology EdTech Sizzles as Colleges Go Virtual Online learning is becoming top priority at American universities, now that a growing number are conceding to the idea/possibility that…McAlinden Research PartnersJuly 9, 2020
★ Daily Intelligence Briefings (DIBs)ServicesTechnology Food Delivery Deals Spur Consolidation as Drive for Profitability Accelerates Uber Eats and other large firms in the rapidly-growing food delivery industry are looking to exit the era of price…McAlinden Research PartnersJuly 8, 2020
★ Daily Intelligence Briefings (DIBs)Services Alt-Meat Breaks out on Grocery Shelves, but Big-Name Competitors Loom Large Plant-Based meat substitutes have seen retail sales jump in recent months, partially making up for the losses that companies like…McAlinden Research PartnersJuly 7, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsServicesTechnology Clicks vs Bricks Divergence Solidifies Worldwide Post-Lockdowns When MRP added Long Clicks vs Bricks to its list of themes in April, our rationale was that COVID-19 would…McAlinden Research PartnersJuly 6, 2020
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Auto Sales Enter Recovery Mode, but Some Segments Will be Better off than Others Summary: Auto sales continue to suffer from COVID-19, but sales declines are expected to have eased a bit more in…McAlinden Research PartnersJuly 1, 2020