Скачать или смотреть Dr. Ram Charan on Trump's Strategic Business Vision: Currency, Investment, and the China Factor

Dr. Ram Charan shares key insights on the future of global business in the context of U.S. trade dynamics:

Former President Trump is focused on transforming the global business landscape, with a strategic emphasis on leveraging access to markets and technology. His administration's priority is balanced economic growth rather than imposing unnecessary tariffs.

One of the critical areas of negotiation is with Japan, where a behind-the-scenes dialogue is ongoing. Trump’s four-part strategy includes:

1. Currency Revaluation – The Japanese yen has already moved from approximately 159 to 143. If it appreciates by another 10%, tariffs may become unnecessary.


2. Encouraging Investment in the U.S. – Trump advocates for certain industries and companies, such as Toyota and Honda, to increase their investment in the U.S. Honda has already announced further expansion plans.


3. Cost Competitiveness – A close watch on cost structures, including American vs. Japanese production costs and quality, could position them to outperform China over time.


4. Focus on China – Trump’s central economic concern is China. A thorough evaluation of China’s hyperscale marginal costs, excluding subsidies, is essential to understand true competitiveness.



These strategic moves are part of a broader effort to recalibrate international trade and strengthen domestic manufacturing.

Watch the full insights with Dr. Ram Charan for a deep dive.

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