Open figure viewer
Subject
The impact of the China-US trade tariffs on Japan's economy.
Significance
As trade talks between the United States and China stumble toward a March 1 self-imposed US deadline, US tariffs and Chinese retaliations are influencing global trade patterns. Japan as a major trading nation has much at stake.
Impacts
Japanese producers are examining relocation options for products now made in China.
South-east Asia, not Japan, is the top candidate for supply chain relocation.
Mexico also is another candidate for substitute production because of its location and technology skills.
If the United States follows up its threat to impose a 25% tariff on its imports of autos and parts this would hit Japan’s auto exports.
© Oxford Analytica 2020. All rights reserved. This content contains general information about geopolitical, macroeconomic and social developments or (where stated) other matters. It does not contain advice or recommendations that may be relied on. Where links to external websites are provided, this does not indicate that Oxford Analytica or Emerald agree with, endorse or have checked for accuracy the contents of said sites.
2019
You do not currently have access to this content.
