Companies that were struggling to find growth in electric vehicles are back in demand
Also in today’s newsletter, a new strategy for activist shareholders in Japan
Japanese group cites ‘challenging economic environment’ as Trump’s tariffs throw supply chains into uncertainty
Employment records are broken every year but the country has a shrinking workforce, putting pressure on staffing policies
Country finds itself caught precariously between two rivals, each demanding its loyalty
US ally and biggest foreign investor stunned by sweeping levies including on crucial automotive sector
The new console carries the hopes of a company and a sector, but has already been thrust into a gathering trade war
Number two official Shinji Aoyama is corporate Japan’s latest business leader to depart in ignominy
Five of the six Japanese members have left the group in the past month
If global long-only funds start to rotate out of risk the market, turmoil could get worse
Trump’s levies on foreign-made vehicles spark disruption across global carmakers’ supply chains
Wigan plant shutdown could deal blow to Keir Starmer’s industrial strategy
Thefts have cast a shadow over an industry already under scrutiny
Industry offers compelling example of how legacy sectors seek to adapt to country’s demographic challenges
3D Investment Partners’ claim comes as steelmaker tries to push ahead with $15bn takeover of US Steel
Carmakers’ shares drop as Asian, European and North American countries respond to US president’s latest measures
The erosion of the post-1945 world order has rattled the country
Activist investors are challenging a corporate model marked by underused assets and low returns on equity
Ivan Espinosa says Japanese group faces multiple crises
Donald Trump’s language about American allies has sparked anxiety among Japanese officials
Katsunobu Kato echoes concerns that rising prices are still being driven by a weak yen and high commodity costs
Decades of expertise and investment allow suppliers to maintain both pricing power and market stability
Deal with Japanese car group would be coup for world’s largest contract electronics manufacturer
Japanese tech group acquires US chip start-up specialising in data centre servers for artificial intelligence applications
Semiconductor materials maker JX Advanced Metals had cut price range amid tech sell-off
