PSA Japan Macro / Market Strategy: Private Sector Domestic Demand Growing Even Faster Than Thought
With the latest Q3 2022 GDP revised data, it turns out that the “private sector domestic demand” component of nominal GDP is growing even faster than originally thought. Pelham Smithers suggests that with the Japanese economic engine in danger of overheating, global portfolios should consider raising their weightings in Japan.
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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