How the Weakening Yen Is Reshaping Asian Supply Chains

Episode 67 of The Global Economy Podcast examines how the yen's decline to 160 per dollar is rewiring Asia's manufacturing and trade patterns. Lucas and Luna explore the specific case of Japan's auto parts suppliers relocating production to Thailand and Vietnam, and how this is boosting ETFs like EWT and EWY while challenging China's EV ambitions. They reference real data: the yen at 160.2 per USD, the trade-weighted dollar index at 119.5, and South Korea's EWY surging 11% in a week. The conversation covers why a weak yen is no longer just a Japan story—it's reshaping supply chains from Shenzhen to Seoul. No clickbait, just concrete economics. #Yen #Japan #SupplyChain #Asia #Trade #Currency #ETFs #EWY #EWT #Thailand #Vietnam #AutoIndustry #ChinaEV #StrongDollar #Manufacturing #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo