PSA Japan Market Strategy for CY23 Q3
Japanese equities are back in vogue, though yen weakness means that they are still struggling to deliver higher returns to foreign investors than other markets. Still, the market is at least showing it can hold its own on the upside, which it couldn’t before, while offering protection on the downside. This report looks at where this can take the market and potential ways to monetize the situation. We also update the PSA Focus List.
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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