Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Yen's Slide Is Reshaping Asian Auto Supply Chains
Lucas and Luna examine how Japan's persistent yen weakness is forcing automakers and parts suppliers across Asia to rethink decades-old supply chains. With the yen at 159 per dollar and the trade-weighted dollar index still elevated, the episode drills into a specific number: Toyota's 2025 operating profit, which hit a record 5.3 trillion yen—roughly 35 billion dollars—but is now under pressure as the yen's decline fuels input cost inflation for Japanese manufacturers while benefiting South Korean rivals like Hyundai and Kia. The hosts explore how Thailand, a hub for Japanese…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.