The PSA Japan Research Round-Up for the Week Ending October 12, 2018
There are reasons to be worried about the global economy, and there are reasons to be worried about global equities. However, what really should concentrate attention in Japan is the forthcoming earnings season, and it will be interesting to see how that pans out. It augurs well that a stock like Yaskawa, which would appear to be suffering more than most, can surprise on the upside. It may even be that the Nikkei at 25,000 by the end of the year won’t look as far-fetched as some are currently thinking, given the sharp sell-off in markets this week.
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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