PSA Japan Market Strategy for Q4 CY22 - The end of Underperformance?
In his strategy piece for Q4 CY22, Pelham Smithers suggests that the outlook for the Japanese economy and, by extension, for corporate earnings, isn’t quite as benign as it may seem. The implications on asset allocation towards Japan presents an interesting consideration. We have also added seven new names to the PSA Focus List and removed seven.
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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