Rubber News Specialist, Helixtap

Vinod Nedumudy

Rubber News Specialist

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

<ul><li> Components crossing US–Mexico–Canada corridor face disruption  </li><li> Reshoring production to US would involve multi-year lead times  </li><li>USTMA expects U.S. tire shipments of 340.4 million units in 2025</li></ul>

 Components crossing US–Mexico–Canada corridor face disruption   Reshoring production to US would involve multi-year lead times  USTMA expects U.S. tire shipments of 340.4 million units in 2025

Tariff Part II: Canada-Mexico Web Ensnares US; USTMA Projects Higher Volume

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Thematic (Sector/Industry)

<ul>
<li>The logic behind the tariff is not just a slap in the face for a lot of other nations but also net imports over exports. </li>
<li>Companies benefitting from the globalization will suffer, and the ones with domestic-centric businesses with real assets in proximity may be less hurt. </li>
<li>This could accelerate the forming of new trading bloc that may change the current world order. </li>
</ul>


The logic behind the tariff is not just a slap in the face for a lot of other nations but also net imports over exports. 
Companies benefitting from the globalization will suffer, and the ones with domestic-centric businesses with real assets in proximity may be less hurt. 
This could accelerate the forming of new trading bloc that may change the current world order. 


Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

<ul>
<li>Toyota further signalling a U-turn in its EV strategy by delaying long-range battery plant.</li>
<li>Nexon very squeezy, but does something this well flagged really deserve legs?</li>
<li>Activist Murakami up to his old tricks a la Pacific Metals with Ferrotec or just a tactic to shake retail?</li>
</ul>


Toyota further signalling a U-turn in its EV strategy by delaying long-range battery plant.
Nexon very squeezy, but does something this well flagged really deserve legs?
Activist Murakami up to his old tricks a la Pacific Metals with Ferrotec or just a tactic to shake retail?


Japan Morning Connection: Rudderless Tape in the US Points to Uninspired JP Trading to Start

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul>
<li>Drug / Analysis: China’s rock bottom drug prices spark quality concerns</li>
<li>PMI /China services growth slows as supply, demand moderate, Caixin PMI shows</li>
<li>Export controls: China has<a href="https://www.caixin.com/2025-02-05/102285069.html" target="_blank" rel="noopener"><strong> restricted exports</strong></a> of five metals used in the semiconductor and defense industries to protect its national security.</li>
</ul>


Drug / Analysis: China’s rock bottom drug prices spark quality concerns
PMI /China services growth slows as supply, demand moderate, Caixin PMI shows
Export controls: China has restricted exports of five metals used in the semiconductor and defense industries to protect its national security.


CX Daily: China’s Rock Bottom Drug Prices Spark Quality Concerns 

<ul>
<li>Exports /In Depth: Beijing’s ban on mineral exports to U.S. leaves traders scrambling</li>
<li>DeepSeek /: Tech giants dash to include DeepSeek’s AI into their offerings</li>
<li>Rail /: Expanded Russian customs checks disrupt China-Europe rail logistics</li>
</ul>


Exports /In Depth: Beijing’s ban on mineral exports to U.S. leaves traders scrambling
DeepSeek /: Tech giants dash to include DeepSeek’s AI into their offerings
Rail /: Expanded Russian customs checks disrupt China-Europe rail logistics


CX Daily: Beijing’s Ban on Mineral Exports to U.S. Leaves Traders Scrambling 

Japan

Toyota Motor Corporation manufactures, sells, leases, and repairs passenger cars, trucks, buses, and their related parts worldwide. The Company also operates financing services through their subsidiaries. Toyota Motor builds homes, produces pleasure boats, and develops intelligent transportation systems including radar cruise control and electronic toll collection systems.

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Toyota Motor Corp Spon Adr (TM US)

Tariff Part II: Canada-Mexico Web Ensnares US; USTMA Projects Higher Volume

The U.S. auto sector is entering a phase of heightened volatility as the Trump administration moves to unwind federal incentives for...

Helixtap

Tariff: New World Order?

Tariffs could shift global trade dynamics, favoring domestic-focused companies and potentially leading to the formation of new trading blocs.

Henry Soediarko

Japan Morning Connection: Rudderless Tape in the US Points to Uninspired JP Trading to Start

Toyota delays long-range battery plant, pulling back from EV expansion. Nexon's recent move looks squeezy. Murakami's tactics with Ferrotec...

Andrew Jackson

CX Daily: China’s Rock Bottom Drug Prices Spark Quality Concerns

Drug / Analysis: China’s rock bottom drug prices spark quality concerns In a bid to lower the prices the Chinese state and public pay for...

Caixin Global

CX Daily: Beijing’s Ban on Mineral Exports to U.S. Leaves Traders Scrambling

Exports / In Depth: Beijing’s ban on mineral exports to U. S. leaves traders scrambling As China’s trade war with the...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tariff Part II: Canada-Mexico Web Ensnares US; USTMA Projects Higher Volume

​​​​​​​The U.S. auto sector is entering a phase of heightened volatility as the Trump administration moves to unwind federal incentives for...

Helixtap

Tariff: New World Order?

​Tariffs could shift global trade dynamics, favoring domestic-focused companies and potentially leading to the formation of new trading blocs.

Henry Soediarko

Japan Morning Connection: Rudderless Tape in the US Points to Uninspired JP Trading to Start

​Toyota delays long-range battery plant, pulling back from EV expansion. Nexon's recent move looks squeezy. Murakami's tactics with Ferrotec...

Andrew Jackson

CX Daily: China’s Rock Bottom Drug Prices Spark Quality Concerns

Drug / Analysis: China’s rock bottom drug prices spark quality concerns In a bid to lower the prices the Chinese state and public pay for...

Caixin Global

CX Daily: Beijing’s Ban on Mineral Exports to U.S. Leaves Traders Scrambling

Exports / In Depth: Beijing’s ban on mineral exports to U. S. leaves traders scrambling As China’s trade war with the...

Caixin Global

The U.S. auto sector is entering a phase of heightened volatility as the Trump administration moves to unwind federal incentives for...

Tariffs could shift global trade dynamics, favoring domestic-focused companies and potentially leading to the formation of new trading blocs.

Toyota delays long-range battery plant, pulling back from EV expansion. Nexon's recent move looks squeezy. Murakami's tactics with Ferrotec...