PSA Japan Perspective 2019
At the start of each year, Pelham Smithers produces our PSA Japan Perspective – PSA’s flagship piece on Japan. Intended as a reference document throughout the year for themes he expects to influence the market, this year the PSA Japan Perspective 2019 contents include: Valuing the Japanese market; Sentiment and earnings expectations; Japan’s growing corporate culture problem; The outlook for Japan’s technology-plays in 2019: Setting Japan up for the 2020s (product evolution, component revolution, automation and hardware technology, 5G communications and infrastructure); and Implications for Japanese investment strategy.
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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