PSA Japan Macro: Japan's Interest Rate Dilemma
For the Nikkei 225 to move a total of over 1,300pts (780 up 430 down) over the past two days (6~7 Nov) on essentially no news underscores the skittishness the market has over interest rates. Unfortunately, the skittishness is entirely justified. Pelham Smithers discusses.
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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