EPISODE · Jun 1, 2026 · 8 MIN
How the Yen's Fall Is Rewiring Asian Supply Chains
from International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations · host Fexingo
Episode 24 of International Business with Fexingo. Lucas and Luna unpack how the yen's slide to a 34-year low is forcing Japanese manufacturers to rethink decades-old supply chain strategies. They look at Toyota's decision to move more production back to Japan, the rise of yen-denominated trade finance in Southeast Asia, and what the 13 percent surge in the Korea ETF (EWY) tells us about the shifting competitive landscape. With the trade-weighted dollar index at 119.3 and the yuan weakening to 6.79 per dollar, the hosts ask: is the era of the 'cheap yen' permanently reshaping who makes what, and where? #JapaneseYen #SupplyChains #Toyota #AsianTrade #EWY #CurrencyWar #YenSlide #TradeFinance #Manufacturing #SoutheastAsia #GlobalTrade #FexingoBusiness #BusinessPodcast #InternationalBusiness #LucasAndLuna #CurrencyImpact #ExportCompetitiveness #AsiaMarkets Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Episode 24 of International Business with Fexingo. Lucas and Luna unpack how the yen's slide to a 34-year low is forcing Japanese manufacturers to rethink decades-old supply chain strategies. They look at Toyota's decision to move more production back to Japan, the rise of yen-denominated trade finance in Southeast Asia, and what the 13 percent surge in the Korea ETF (EWY) tells us about the shifting competitive landscape. With the trade-weighted dollar index at 119.3 and the yuan weakening to 6.79 per dollar, the hosts ask: is the era of the 'cheap yen' permanently reshaping who makes what, and where? #JapaneseYen #SupplyChains #Toyota #AsianTrade #EWY #CurrencyWar #YenSlide #TradeFinance #Manufacturing #SoutheastAsia #GlobalTrade #FexingoBusiness #BusinessPodcast #InternationalBusiness #LucasAndLuna #CurrencyImpact #ExportCompetitiveness #AsiaMarkets Keep every episode free: buymeacoffee.com/fexingo
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How the Yen's Fall Is Rewiring Asian Supply Chains
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