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Merger mania & crumbling China: Must read picks from our market strategist

A roundup of what the Globe and Mail's market strategist Scott Barlow is reading this morning on the world wide web.

The health-care sector is on fire while the China/commodities investment story continues its slow implosion.

Pfizer Inc. announced its intention to bid for AstraZeneca Plc in a deal Reuters estimates could top $100-billion (U.S.). This follows a 10-day period where GlaxoSmithKline PLC and Novartis AG announced an asset swap worth almost $50-billion and orthopedic specialist Zimmer Holdings Inc. agreed to purchase rival Biomet Inc. for $13.4-billion in cash and prizes.