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>Whether or not you agree with the view expressed in the article <a href="https://www.smartkarma.com/insights/forget-bitcoin-the-real-bubble-is-global-equities" target="_blank" data-smartkarma-citation="insights:16247">Forget Bitcoin; the Real Bubble Is Global Equities</a> what is fair to say is both markets are doing well right now, which begs the question what happens when a pure Bitcoin play hits the US stock market? The answer, not too surprisingly, is that it goes up. There was some debate with the listing of <a href="https://www.smartkarma.com/entities/26171" target="_blank" data-smartkarma-citation="entities:26171">LongFin Corp (LFIN US)</a> as to whether it truly counted as a pure Bitcoin play, as it provides machine-learning / AI-based foreign exchange…</p>

Whether or not you agree with the view expressed in the article Forget Bitcoin; the Real Bubble Is Global Equities what is fair to say is both markets are doing well right now, which begs the question what happens when a pure Bitcoin play hits the US stock market? The answer, not too surprisingly, is that it goes up. There was some debate with the listing of LongFin Corp (LFIN US) as to whether it truly counted as a pure Bitcoin play, as it provides machine-learning / AI-based foreign exchange…

Longfin Corp (LFIN US) - 비트코인과 글로벌 주식의 충돌