Japan's Tariff-Driven Supply Chain Shift
As US tariffs threaten Japanese exports, manufacturers are looking to relocate production to tariff-friendly countries like Mexico and Canada. This carefully selected group of stocks represents companies positioned to benefit from this major supply chain realignment.
Top Picks from This Group
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Magna International Inc
MGA
Current price
$44.31
As a leading Canadian auto parts supplier with extensive operations in Mexico, it's perfectly positioned to win contracts from Japanese automakers rel...
As a leading Canadian auto parts supplier with extensive operations in Mexico, it's perfectly positioned to win contracts from Japanese automakers relocating production to North America.
Union Pacific Corporation
UNP
Current price
$220.36
As a primary rail link between Mexico and the U.S., it would be a direct beneficiary of increased cross-border trade from nearshored Japanese manufact...
As a primary rail link between Mexico and the U.S., it would be a direct beneficiary of increased cross-border trade from nearshored Japanese manufacturing.
XPO Inc.
XPO
Current price
$128.08
A major provider of less-than-truckload (LTL) freight services in North America, set to benefit from increased shipping volume as manufacturing shifts...
A major provider of less-than-truckload (LTL) freight services in North America, set to benefit from increased shipping volume as manufacturing shifts to the region.
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About This Group of Stocks
Our Expert Thinking
US tariff pressure on Japanese automotive and machinery exports is creating a strategic opportunity. As manufacturers relocate production to avoid these tariffs, companies providing industrial facilities, logistics networks, and manufacturing support in Mexico and Canada stand to gain significant business.
What You Need to Know
This collection focuses on North American companies across industrial real estate, rail transportation, airports, auto parts, and raw materials. These firms are uniquely positioned to benefit from Japanese companies establishing new manufacturing bases to maintain access to US markets.
Why These Stocks
These companies were selected because they offer direct exposure to the supply chain shift. They include strategically located transportation networks, industrial suppliers, and logistics providers with established operations in the regions most likely to attract relocated Japanese manufacturing.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+19.96%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 19.96% over the next year.
Stocks Rated Buy by Analysts
8 of 13 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Global Shift in Action
These companies are at the frontlines of a major global manufacturing realignment. As Japanese firms respond to tariff pressure, billions in investment could flow to these North American beneficiaries.
The Mexico Manufacturing Boom
Mexico is becoming the new manufacturing hub for Japanese auto and machinery companies seeking tariff-free access to US markets. Companies with established operations there are perfectly positioned to capitalize.
Supply Chain Winners
As Japanese manufacturers relocate, they'll need everything from warehouses to rail transport to raw materials. This carefully selected group represents the companies most likely to win this new business.
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