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

Thematic (Sector/Industry)

<p>Japan's economy is bifurcating. It is a reasonable bet that the stock market will follow suit. Japan is a terrible market for the passive investor, but a great one for the active investor. There's no reason to think that this is about to change.</p>

Japan's economy is bifurcating. It is a reasonable bet that the stock market will follow suit. Japan is a terrible market for the passive investor, but a great one for the active investor. There's no reason to think that this is about to change.

PSA's Stock / Sector Strategy for H2 2019 for Japanese Equities