Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Yen's Fall Is Rewiring Asian Supply Chains
Episode 24 of International Business with Fexingo. Lucas and Luna unpack how the yen's slide to a 34-year low is forcing Japanese manufacturers to rethink decades-old supply chain strategies. They look at Toyota's decision to move more production back to Japan, the rise of yen-denominated trade finance in Southeast Asia, and what the 13 percent surge in the Korea ETF (EWY) tells us about the shifting competitive landscape. With the trade-weighted dollar index at 119.3 and the yuan weakening to 6.79 per dollar, the hosts ask: is the era of the 'cheap yen' permanently…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.