PSA Japan Stock Market Strategy “Beyond Post-Covidâ€
What will happen to the Japanese markets as we move beyond Post Covid? In this detailed report, Pelham Smithers considers the market since Sep 2019, noting that Topix has recovered back to the 1500 level which pertained then. He discusses whether a “V†shaped or “W†shaped economic trajectory is more likely next, commenting that whereas when we were confronting the pandemic and Lockdown it was relatively straightforward to reason out the likely winners and losers, the upcoming phase will be much trickier. Nevertheless, Pelham discerns strands of the market which are likely to prosper.
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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