Yen, Supply Chain Chaos Send Japan Manufacturers Home (Bloomberg)

According to Imamura [Tokyo Steel Manufacturing MD], more Japanese companies are shifting operations out of China, Southeast Asia and Russia. The move to build new plants in their home country is fueling demand for steel used in construction, with the company receiving nearly 30 orders related to such switches, he said. READ MORE

Similar Posts:

• 2014 BCG Local Dynamos: 50 Emerging Market Consumer Companies to Watch (BCG)
• Ukraine War Poses a Threat to EU Industry (RaboResearch)
• Key Findings: Credit Suisse Emerging Markets Consumer Survey
• Artemis’ Edelsten: Emerging Markets are Expensive With the Exception of China (What Investment)
• Which Emerging Markets Have the Most Leveraged Stocks? (Bloomberg)
• US Quietly Urges Russia Fertilizer Deals to Unlock Grain Trade (Bloomberg)
• The Renminbi’s Creeping Internationalisation (BNP Paribas)
• Comparing Putin’s vs Michelle Obama’s China Trips: 40+ Business Deals vs. What?
• Russia and China to Build a Rail Bridge Across the Amur River (PR)
• Russia’s Mechel to Dump US and Other Assets to Focus on Asia (MT)
• Top Risks 2019: Bad Seeds (Eurasia Group)
• Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)
• Bulgaria Goes Nuclear on Russia with a $5B Deal with Westinghouse (MT)
• Japan’s Phased Reduction of Coal Power Means Closer Links to Russia (The Asset)
• Southeast Asia Set to Gain From Trade War Business Relocations (Nikkei Asian Review)