Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Yen Is Rewiring Asian Auto Supply Chains
Episode 26 of International Business with Fexingo: Lucas and Luna examine how the yen's prolonged weakness—now at 159 to the dollar—is forcing Japanese automakers to rethink decades-old supply chains. With Toyota and Honda shifting production back to Japan while Korean rivals like Hyundai gain cost advantages, the episode drills into specific plant announcements, currency hedging strategies, and what the 8% surge in Korea's ETF tells us about the realignment. Lucas brings a concrete example: Toyota's decision to consolidate North American engine production in Alabama, a move…
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