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>The ECB may start tapering its bond purchases (currently at 60 billion Euro per month) later on this year, probably in September.</p><p>With official US rates currently at 1.25% (and anticipated to raise further) and the Fed expected to begin winding down its $4.5 trillion bond holdings later on this year, the upcoming tightening of monetary conditions may not be good news for stock markets, whose demand has been fuelled by years of low yielding fixed income assets product of quantitative easing by…</p>

The ECB may start tapering its bond purchases (currently at 60 billion Euro per month) later on this year, probably in September.With official US rates currently at 1.25% (and anticipated to raise further) and the Fed expected to begin winding down its $4.5 trillion bond holdings later on this year, the upcoming tightening of monetary conditions may not be good news for stock markets, whose demand has been fuelled by years of low yielding fixed income assets product of quantitative easing by…

European Equities - Good News Thanks to Inflation & Growth