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Trump's tariffs against China and the appreciation of the yen are favorable winds for manufacturing and retail.
The high tariffs imposed by the Trump administration on China could reach an astonishing level of up to 245%. Even the 145% tariffs on mutual trade are expected to significantly impact trade, and there are indications that this situation could work to Japan's advantage in terms of SPA (Specialty Retail). As the production of products for the USA decreases in Chinese contract factories, excess production capacity becomes available at lower prices. Additionally, the strong yen leads to profit margins on imports in US dollars, benefiting related businesses, including 100 yen stores.
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NINTENDO CO LTD will release the "Switch 2" on June 5, with a price of 99980 yen.
The home Game Console "Switch 2" was announced to be released on June 5. The suggested retail price for the domestic Japanese version, including tax, will be 40,9980 yen, which is higher than the original Switch at launch. However, it will offer a variety of third-party software and games featuring the company's STAR characters to meet the demand for upgrades. Additionally, communication features such as voice chat and video chat have been added. The release price in the USA will be $449.99 (approximately 67,000).
