Trump tariffs split Japan Inc as Toyota cuts forecast while Sony, Honda raise
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 07 2025
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Should l Buy ?
Source: Reuters
Impact of U.S. Tariffs on Japanese Companies: The tariffs imposed by President Trump are causing mixed effects on major Japanese companies, with Toyota cutting its profit forecast significantly while Sony and Honda report lesser impacts than initially feared.
Uncertainty in Trade Relations: Japan is urging the U.S. to implement a recent bilateral agreement to lower car tariffs, but uncertainty remains regarding future tariff rates on automobiles and semiconductors, complicating business planning for Japanese firms.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
