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.

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