How Japan's Stock Surge Is Rewiring Global Trade

International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations · Aug 4, 2026 · 9m · transcript

In this episode of International Business with Fexingo, Lucas and Luna examine the dramatic rally in Japanese equities—up 19 percent in a week—and what it signals for global trade and investment flows. They break down the yen's role, the Bank of Japan's policy pivot, and how the weaker yen is reshaping Japan's export competitiveness, from autos to robotics. The conversation also touches on the surprisingly strong performance of Taiwan's market and what it means for the global semiconductor supply chain. With the Strait of Hormuz deal potentially easing energy costs, Lucas…