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>If you were simply to take the overall US stock market behaviour since the start of the year, you would have reason for mild contentment. The market is up 6~7% in 15 weeks - the sort of performance that delivers nice bonuses to the fund management industry but doesn't generate sleepless nights worrying that it is about to turn sour.</p><p>However, such performance is well in excess of the 6% annual total real rate of return generated on average by equities, given that current dividend yields and…</p>

If you were simply to take the overall US stock market behaviour since the start of the year, you would have reason for mild contentment. The market is up 6~7% in 15 weeks - the sort of performance that delivers nice bonuses to the fund management industry but doesn't generate sleepless nights worrying that it is about to turn sour.However, such performance is well in excess of the 6% annual total real rate of return generated on average by equities, given that current dividend yields and…

US Equity Market Looking Increasingly Expensive