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Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

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. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Equity Bottom-Up

<p>Beijing's decision to block online gaming streaming video service Twitch has been lumped into the general pool that is the trade war between US and China. Probably it is nothing to do with that and more to do with Amazon's ongoing efforts to clampdown on corruption within its own Chinese operations. However, whether incidentally, accidentally or intentionally, Beijing has attracted the ire of Jeff Bezos, as evidenced by an article over the weekend denouncing China in the Washington Post.  </p>

Beijing's decision to block online gaming streaming video service Twitch has been lumped into the general pool that is the trade war between US and China. Probably it is nothing to do with that and more to do with Amazon's ongoing efforts to clampdown on corruption within its own Chinese operations. However, whether incidentally, accidentally or intentionally, Beijing has attracted the ire of Jeff Bezos, as evidenced by an article over the weekend denouncing China in the Washington Post.  

Amazon.com Inc

Amazon (AMZN US): China Takes on Bezos