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How “Making America Great Again” Is Reshaping Japan and Emerging Asia

Astris Advisory Japan

Thu 17 Apr 2025 - 15:00 BST

Summary

In this call Neal Newman explained how Trump’s sweeping tariffs, including a 254 percent maximum on Chinese goods and a 24 percent flat rate on Japanese imports, are disrupting Asia’s trade flows, damaging China’s export channels, and forcing countries like Japan, Vietnam, and South Korea to reconsider their positions as regional supply chains shift; despite this turmoil Japan stands out as a stable and investable market with strong corporate profits, a resilient retail investor base, and opportunities in sectors like defense, robotics, and energy, while Neal expects a stronger yen, moderate Bank of Japan rate hikes, and sees Japan increasingly acting as a proxy for Asia exposure as direct investment in China becomes riskier amid geopolitical tension and regulatory uncertainty.

Topics

Forget the trade war headlines—this is about something bigger: the great on-shoring shift in manufacturing. And it may just be the start of a broader movement.

Japan stands out as a relative long-term safe haven, with assets that continue to outperform. But here are three surprises that could up the game.

Is this the final chapter of globalization as we know it? Place your bets—because President Trump isn’t hedging his.