PSA Today Feb 16: Risk-on trade dominates as the Nikkei steams through 30,000 / Lessons from past rare earth spats / Diamond Electric flies high again – Nikkei +1.28%
Japan Market Comment by Pelham Smithers and William NestukNikkei ¥30,467.75 (+¥383.60 / +1.28%); Topix ¥1,965.08 (+¥11.14 / +0.57%); ¥/$105.53
Tags: Toyota Motor (7203 JT), Recruit (6098 JT), Dentsu (4324 JT), SoftBank Group (9984 JT), Coupang, Sony (6758 JT), Nintendo (7974 JT), Shin-Etsu Chemical (4063 JT), Hitachi Metals (5486 JT), China Northern Rare Earth (600111 CH), TDK (6762 JT), Showa Denko (4004 JT), AGC (5201 JT), Sojitz (2768 JT), Sumitomo Corp (8053 JT)Diamond Electric (6699 JT), Suzuki Motor (7269 JT), Daikin (6367 JT), Ichijo Komuten, Tabuchi Electric
Main Points
• Nikkei steams ahead as risk-on trade dominates
• Can China hurt the West with a rare earth export ban? Lessons from the 2010~11 spat with Japan
• Low-key facts about high-flying Diamond Electric
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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