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 auto assembly, is seeing shifting investment flows, and whether the yen's slide could accelerate a broader reconfiguration of Asian trade finance. #Yen #AutoSupplyChains #Toyota #Hyundai #Thailand #Japan #CurrencyWars #GlobalTrade #SupplyChain #TradeFinance #Business #Finance #FexingoBusiness #BusinessPodcast #InternationalBusiness #Asia #Manufacturing #Trade Keep every episode free: buymeacoffee.com/fexingo