Reshoring: Japanese firms exit China in record numbers
Companies are shifting production away from China and building capacity domestically and in alternative hubs as tariffs and geopolitical tensions reshape global supply chains.
Global Desk · composed from 7 outlets · every claim links to its sources
What happened
Japanese firms are leaving China at record pace amid diplomatic tensions and US tariff pressure. 4 Sherwin-Williams opened its expanded manufacturing plant in North Carolina on September 30, 2026. 11 India's manufacturing activity rebounded in September with the PMI reaching 55.1. 7
Why it matters
Tariff pressure and geopolitical tensions are driving companies to rebalance supply chains away from China. 48 US manufacturers are building capacity domestically to secure supply chains and meet demand. 11
What to watch
Lynas Rare Earths' acquisition of a Brazilian player signals further reshaping of critical minerals supply chains. 9 Foreign investors are shifting capital toward manufacturing hubs in Taiwan and South Korea. 1
Sources · 11
[1]Foreign capital is slipping away. Can India lure investors back?
economictimes.indiatimes.com · via Marketaux
[2]Study: 52% of Tariff-Impacted Small Businesses Are Performing Worse, While Most Haven't Felt the Buy Canadian Boost
financialpost.com · via Marketaux
[3]Pakistan's solar boom is so widespread it is now part of wedding dowries
business-standard.com · via Marketaux
[4]Japanese companies exit China in record numbers
FT Companies
[5]Broadcast industry seeks TRAI NTO impact review as media landscape shifts
economictimes.indiatimes.com · via Marketaux
[6]India oil refiners change tactics and hire ships to cross Hormuz
economictimes.indiatimes.com · via Marketaux
[7]India factory activity rebounds sharply in September as demand revives, PMI hits 7-month high
economictimes.indiatimes.com · via Marketaux
[8]EU steel exports hit by high energy costs, tariffs and China oversupply
FT Companies
[9]Lynas to adopt Meteoric for A$1B in ongoing critical minerals supply chain push
themarketherald.com.au · via Marketaux
[10]The chemistry behind better lithium recovery
Australian Mining
[11]Sherwin-Williams Expands Largest North American Facility, Ticker SHW
gurufocus.com · via Marketaux
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