PSA Research Round-Up for 22-30 December 2025
PSA Research Round-Up for 22-30 December 2025Reports, Macro and Company Insights
Weekly comment by Pelham Smithers
Although this is the season “to be jolly”, with bears prowling the streets of Japan, it may make more sense to look for negatives. So for this week we highlight six potential “short” ideas for 2026.
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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