PSA Japan Stock Market Strategy – Spread of Covid-19 in Japan
Pelham Smithers strategises as he considers the trajectory of Covid-19 in the nation of islands which go to make up Japan. Importantly, Pelham thinks it is more important to choose what should be sold than what should be bought.
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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