Japan Stock Market Strategy: Investing When the Risk Protects You
Investing in Japan is now a matter of risk absorption. Uncertainty is high, but valuations are low. On a short-term basis, bad news appears to be in the price, in part because the news hasn't been as bad as feared. However, it may be in the longer term, though, where the opportunities really lie – both positive and negative – because consensus is becoming counterintuitive. That's not to say that consensus will be wrong, but it implies that if you get the call correct, strategist Pelham Smithers suggests it should pay out well.
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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