PSA Japan Market Strategy: Back to School for Japanese Equities
PSA Japan Market Strategy: Back to School for Japanese EquitiesIt is post-results, post-Obon, and now post-Jackson-Hole, and consequently it is “back to school” for the Japanese equities market, as we move into the last third of a yoyo year, a period that could either leave the Japanese market looking deflated, or one that could make 2026 look very exciting. It is also traditionally, an awkward time for stock selection in the Japanese market.
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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