Report

PSA Market Strategy: Japan Perspective 2025

PSA Market Strategy: Japan Perspective 2025

Can the Japanese stock market deliver a third year of double-digit gains in a row, for the first time since 2003 ~ 05? In this Japan Perspective, we look at the similarities with the bull run from 20 years ago, but also look at some key differences, such as political instability. We identify some key market developments to watch out for, which technology themes are worth keeping an eye out for, and how we’ve adjusted our Focus List to reflect these competing factors.
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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