PSA Strategy: The Japan Perspective 2020
In our flagship 42-page report looking at the year ahead for Japan and Japanese equities, Pelham Smithers explains in the PSA Japan Perspective 2020 how the country has moved a long way, and in a promising direction, over the past 10 years. So, what’s next? Pelham argues that last year, 2019, may offer a template not only for 2020 but for the decade ahead. We look at how Japan’s economy and stock market, admittedly with stronger foundations than in the past, are still having to spin like a gyroscope to stay stable. We look at how 5G shakes up Japan: how it is set to change the relationship between Japan’s online and offline business worlds profoundly; how it is set to change our perspective on automation; and how it may even lead to a new keiretsu system. We identify the forthcoming battlegrounds, the stocks and sectors set to be the key participants, and our take on the likely winners – highlighted in the PSA Focus List – and losers.
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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