- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 3 Apr: Japan slumps as US tariffs on Japanese goods worse than feared / Switch 2 reveal winners & losers / Trump's 25% auto tariffs / Revisiting Demae-can / NTT Data launches ‘Agentic AI’ services – Nikkei 225 -2.77% | ¥$147.17
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay WhippTags: Nitori (9843 JT), Mazda Motor (7261 JT), Subaru (7270 JT), Resonac (4004 JT), Dexerials (4980 JT), TDK (6762 JT), Mitsui Chemicals (4183 JT), Nitto Denko (6988 JT), Zeon Corp (4205 JT), Daicel (4202 JT), Canon (7751 JT), Panasonic (6752 JT), Konica Minolta (4902 JT), Kioxia (285A JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Hoya (7741 JT), Renesas (6723 JT), TOK (4186 JT), Shinko Electric (6967 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Koei Tecmo (3635 JT), Kadokawa (9468 JT), Electronic Arts (EA US), Take Two (TTWO US), Square Enix (9684 JT), Sega Sammy (6460 JT), Sony (6758 JT), Ubisoft (UBI FP), Toyota Motor (7203 JT), Subaru (7270 JT), Honda Motor (7267 JT), Demae-can (2484 JT), Uber Easts (pvt), ServiceNow (NOW US), NTT Data (9613 JT), Microsoft (MSFT US)
Main Points
Tokyo shares hit as US tariffs on Japanese goods worse than feared
Winners and losers from the Switch 2 reveal
President Trump confirms 25% auto import tariffs
Demae-can: A revisit
Introducing the bot’s boss: NTT Data launches ‘Agentic AI’ services
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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