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)

United states / Thematic (Sector/Industry)

<p>Generally speaking, if Stanley Druckenmiller says something is a bad thing and Donald Trump suggests it is a good thing, or at least is an idea worth considering, there's a tendency to think that it is a suboptimal suggestion (and probably nine times out of ten it is). However, the suggestion that listed companies in the US should move to semi-annual reporting to save money and encourage longer-term investing is worthy of more than a quip that the President should try semi-annual tweeting (not…</p>

Generally speaking, if Stanley Druckenmiller says something is a bad thing and Donald Trump suggests it is a good thing, or at least is an idea worth considering, there's a tendency to think that it is a suboptimal suggestion (and probably nine times out of ten it is). However, the suggestion that listed companies in the US should move to semi-annual reporting to save money and encourage longer-term investing is worthy of more than a quip that the President should try semi-annual tweeting (not…

The Case for Semi-Annual Reporting