[Podcast] Murata Manufacturing: Parts-Provider to Apple & Likely Winner of the Manufacturing Boom in Japan

Link to the full analysis of Murata Manufacturing here.

Disclaimer: The information in this podcast represents my opinions and should not be construed as personalized or individualized investment advice, and are subject to change.

All the stars are aligned for Japan to once again reclaim the title as a manufacturing powerhouse: The country is the most politically stable country in Asia, Japanese salaries have stayed basically stagnant since 1992 and the Japanese yen has lost almost 40% in value to the US-dollar in less than a year. All this is happening while companies are fleeing the from the world’s largest manufacturer, China, due to political turmoil, Covid-lockdowns and rapidly increasing salaries.

One company that looks to truly benefit from this trend is Murata Manufacturing, one of the world leaders in electronic component manufacturing…