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April 21, 2025
 

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SUPPLY CHAINS

Global trade, energy and financial networks are increasingly being leveraged as strategic tools by nations, with supply chains, shipping routes and financial systems becoming potential points of conflict.
COMMENTARY / World
Apr 21, 2025
How much 'weaponization' can the global economy take?
Global trade, energy and financial networks are increasingly being leveraged as strategic tools by nations.
Toyota and Lexus cars and sport utility vehicles unloaded from car carrier ships to the Toyota Logistics Services automotive processing terminal at the Port of Long Beach in Long Beach, California, on Thursday
BUSINESS / Economy
Apr 15, 2025
Trump floats temporary reprieve for autos as parts tariffs loom
The president said he is exploring exemptions to his tariffs on imported vehicles and parts to give auto companies more time to set up manufacturing in the U.S.
Shoppers outside an Apple store in New York on April 7
BUSINESS / Economy
Apr 13, 2025
U.S. exempts tech imports in tariff backpedal
President Donald Trump's move offers relief to U.S. tech firms and partially dials down a trade war with China.
People walk through an Apple Store in Hong Kong on Friday.
BUSINESS / Tech / FOCUS
Apr 13, 2025
Apple was on brink of crisis before tariff concession from Trump
Donald Trump’s 125% tariffs on goods produced in China threatened to upend its supply chain as seriously as the COVID-19 snarls did five years ago.
Machineries seen at a factory in Binh Duong, Vietnam
BUSINESS / Economy / ANALYSIS
Apr 12, 2025
What Samsung and Vietnam stand to lose in Trump's tariff war
Trump's punishing potential 46% tariff has exposed the vulnerability of the Southeast Asian country's export model.
U.S. President Donald Trump wants Apple to begin building iPhones in the United States. But Apple is unlikely to move production to the country in the foreseeable future for a variety of reasons.
BUSINESS / Tech / FOCUS
Apr 12, 2025
Why Trump’s dream of made-in-the-USA iPhones isn’t going to happen
Apple is unlikely to move production to the U.S. in the foreseeable future for a variety of reasons, including a shortage of facilities and labor.
Taiwan Semiconductor Manufacturing Co.'s JASM plant in Kumamoto Prefecture. Ensuring stability in the semiconductor supply chain is a matter of national security and must be based on cooperation between the government and private sector.
COMMENTARY / Japan / Geoeconomic Briefing
Apr 4, 2025
Identifying choke points in the semiconductor supply chain
Addressing bottlenecks in chipmaking is essential for Japan's economic security and requires public-private collaboration, including aimed at information sharing.
Port City Brewing Company founder and President Bill Butcher adds bottle caps, which he imports from Mexico, into the bottle machine at his brewery in Alexandria, Virginia, on Thursday.
BUSINESS / FOCUS
Mar 16, 2025
'Impossible': U.S. breweries buffeted by Trump tariffs
From Canadian malted barley to aluminum beer cans, Trump's tariffs have hit multiple products that American craft breweries need.
U.S. President Donald Trump is exempting automakers from newly imposed tariffs on Mexico and Canada for one month, the White House said Wednesday, as a temporary reprieve following pleas from industry leaders.
BUSINESS / Economy
Mar 6, 2025
Trump’s tariff pause cheered globally and watched closely in Tokyo
The U.S. president is delaying 25% tariffs on cars from Mexico and Canada and might consider carve-outs for agricultural imports from those countries.
Many Japanese companies are exporting more to the United States to get ahead of U.S. President Donald Trump's tariff threats.
BUSINESS / Companies
Mar 5, 2025
Japanese firms boost exports to U.S. to get ahead of tariffs
Overall, Japanese exports to the U.S. jumped 8.1% in January to ¥1.5 trillion ($10 billion), the highest for the month in at least 19 years.
John Bozzella, president of the International Organisation of Motor Vehicle Manufacturers (OICA), president and CEO of the United States-based Alliance for Automotive Innovation (Auto Innovators), speaks at the Paris Automotive Summit during the 2024 Paris Auto Show on Oct. 15, 2024.
BUSINESS / Markets
Mar 5, 2025
Automakers warn that Trump tariffs will hike vehicle prices as much as 25%
Many in the industry warn that the tariffs will disrupt the integrated supply chain across North America that has been in place for more than 25 years.
Visitors take pictures of wafer samples at the Intel booth during Computex 2024 in Taipei on June 4, 2024. U.S. President Donald Trump's threat of tariffs on semiconductor chips has complicated Taiwan's bid to remain a global powerhouse in the critical sector and stay onside with key backer Washington, analysts said.
BUSINESS / Tech
Feb 25, 2025
Trump's chip tariff threats raise stakes for Taiwan
Taiwan produces more than half of the world's chips and nearly all of the most advanced ones, making the island essential to global supply chains.
Singapore is positioning itself as a key player in the effort to diversify supply chains away from China, leveraging its proximity to Malaysia’s Johor state.
COMMENTARY
Feb 7, 2025
Singapore finds its seat at the China+1 table
Singapore is positioning itself as a key player in the effort to diversify supply chains away from China.
People line up outside an Apple store in Beijing.
BUSINESS / Companies
Feb 7, 2025
Apple’s China focus thrusts it into center of geopolitical fight
It counts China as its biggest manufacturing hub and the U.S. as its largest market, putting it at the center of an escalating geopolitical fight.
U.S. President Donald Trump's imposed and since paused tariffs on Canada and Mexico, coupled with his broad levies on China — and possibly others soon — pose risks of economic retaliation, supply chain disruptions and long-term damage to U.S. influence.
COMMENTARY / World
Feb 5, 2025
The tariff man is making a risky bet
The optimal tariff argument ignores the substantial risks that Trump is taking. A generalized trade war will make everyone worse off.
China, under President Xi Jinping, is resisting Donald Trump’s trade tariffs, but may need to respond with major fiscal stimulus, currency devaluation or allowing TikTok’s sale to navigate economic challenges.
COMMENTARY / World
Feb 5, 2025
China’s Mr. Big Won’t Cave in to Trump for Nothing
Does Xi Jinping have a trade war game plan? He’ll need to make hard choices.
Southeast Asian economies, once seen as beneficiaries of the U.S.-China trade war, now face challenges as escalating tariffs and trade tensions threaten their growth and regional stability.
COMMENTARY / World
Feb 5, 2025
Winners of the first trade war may not be so victorious
Stuck between the U.S. and China, Southeast Asia’s challenges this time around are much greater.
During his first term, U.S. President Donald Trump took a hard line against China. As Trump takes office again, this confrontation is likely to continue and potentially escalate over issues such as Taiwan and economic security interests.
COMMENTARY / World / Geoeconomic Briefing
Jan 20, 2025
Politics and the economy: Bedfellows of U.S.-China relations
Since Trump's first term, China has shown its willingness to use aggressive economic measures in its confrontation with the U.S., setting the stage for a potential escalation.
A Panasonic Energy factory in the city of Kinokawa, Wakayama prefecture
BUSINESS / Companies
Jan 7, 2025
Panasonic Energy says cutting China supply for U.S. business a 'No.1 objective'
Incoming U.S. President Donald Trump's pledge to raise tariffs on imported Chinese goods has forced companies around the world to reassess their manufacturing processes.
The Internet Society of China has urged domestic companies to think carefully before procuring chips from the U.S.
WORLD / Politics
Dec 4, 2024
U.S. chips 'no longer safe,' Chinese industry bodies say in latest salvo
Their advice could affect U.S. chipmaking giants like Nvidia, AMD and Intel, which have managed to keep selling products in China despite export controls.
Japan tariff negotiator rules out quick U.S. deal despite push by Trump
Ryosei Akazawa, Japan's top tariff negotiator with the U.S., speaks to reporters upon his arrival at Tokyo's Haneda Airport on Friday, a day after talks in Washington.
Magnitude 5.0 earthquake jolts Nagano
A map showing the location of an earthquake that hit Nagano Prefecture on Friday evening, with the numbers indicating the seismic intensity on the shindo scale to 7.
Japan mulls reviewing car safety rules to strike deal with Trump
Ryosei Akazawa, Japan's Economic Revitalization Minister and top tariff negotiator with the U.S., speaks to the press upon his arrival at Haneda Airport in Tokyo on Friday.
Shohei Ohtani announces birth of daughter
Shohei Ohtani and his wife Mamiko Tanaka attend a Lakers game in Los Angeles on Dec. 8, 2024.
No concessions over food safety in Japan-U.S. talks, Ishiba says
Prime Minister Shigeru Ishiba speaks to reporters at his official residence in Tokyo on Thursday.
Nothing sells like Shohei Ohtani, MLB’s marketing megastar
People walk past an advertisement featuring Los Angeles Dodgers two-way star Shohei Ohtani outside Tokyo Dome on March 18.
Calling all Potterheads: ‘The Goblet of Fire’ comes to Tokyo
The Tokyo version of the globe-trotting exhibition features a Ministry of Magic set, which includes an imposing replica of the Magic Is Might monument representing magical fascism.
Tokyo stock picker advises Trump-proofing portfolios with Godzilla creator Toho
The head of Godzilla, a Japanese monster movie character, is seen on a building of Toho Cinema in Tokyo. Toho is one tariff-defensive stock being recommended by brokers.
LDP and CDP lawmaker groups propose 0% consumption tax on food
A vegetable stand displays prices at a supermarket in Tokyo in 2023. Some lawmakers are proposing lowering the consumption tax on food to 0%, which is expected to result in a loss of up to ¥5 trillion in tax revenue annually.
Tokyo hotel operators face possible warnings over suspected price cartel
Foreign tourists gather on a platform at Kyoto Station on Wednesday.

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