Report

PSA Market Strategy - 4Q Japan Market Strategy

The Japanese economy has been muddling through and with lockdown coming to an end should continue to muddle through. There are headwinds such as China’s production, but these are probably more of an issue for 2022. Key is the fact that the Japanese market was very sniffy about the excellent June quarter earnings, so if there is disappointment on the economy / earnings front, some of that should already be in the price.
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Pelham Smithers

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