The hottest Exports Substack posts right now

And their main takeaways
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Top Finance Topics

Don’t Panic About A Yen “Free Fall”

Japan Economy Watch • 239 implied HN points • 01 May 24
💰 Finance Currency Economy Trade Intervention Exports
  1. The danger is not a sudden financial crisis, but rather slow erosion of Japan's economic competitiveness and living standards.
  2. The yen's recent fluctuations do not indicate a free fall, but rather show volatility in the currency market.
  3. Japan has the resources to prevent a currency free fall and stabilize the yen value through interventions and its international assets.

Weight Loss Drugs Continue to Power Denmark's Economy

Apricitas Economics • 52 implied HN points • 01 Dec 24
💼 Business Economics Pharmaceuticals Exports Trade Manufacturing
  1. Denmark's economy is growing mainly because of weight loss drugs like Ozempic and Wegovy. These drugs help people lose weight and improve health, leading to increased demand and exports.
  2. The pharmaceutical boom has made Denmark one of the fastest-growing economies in the EU, with a significant rise in drug exports to the United States. This growth has greatly benefitted Denmark's GDP.
  3. Despite the economic growth, many people in Denmark aren't feeling the benefits yet. Personal spending and investment have been stagnant, even though pharmaceutical manufacturers are earning more money.

China Replaces Japan As Top Auto Exporter in Jan-June 2023

Japan Economy Watch • 199 implied HN points • 03 Aug 23
💼 Business Automotive Exports Manufacturing Market Share Electric Vehicles
  1. China has replaced Japan as the top auto exporter in the first half of 2023, showcasing an increase in auto exports and a decline in Japanese global auto production share.
  2. The importance of auto exports for the Japanese economy is significant, with implications for manufacturing shipments, capital investment, and employment.
  3. The rise of Chinese automakers and their shift towards upscale markets like Europe and Southeast Asia pose challenges to Japanese automakers, especially in markets where Japanese brands traditionally dominated.
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Mexico's Investment Boom

Apricitas Economics • 63 implied HN points • 11 Mar 24
💼 Business Investment Construction Manufacturing Exports Economy
  1. Mexico is experiencing a significant investment boom driven by major public works projects and supply-chain nearshoring.
  2. The construction boom in Mexico, particularly in southern states, has been fueled by massive public works projects like the Tren Maya and Dos Bocas refinery.
  3. Mexico's export manufacturing sector is growing, with a focus on genuine manufacturing growth in industries like computer, appliance, and motor vehicle production.

How Weight Loss Drugs Stopped a Danish Recession

Apricitas Economics • 52 implied HN points • 09 Sep 23
💼 Business Economy Pharmaceuticals Exports Manufacturing Globalization
  1. Demand for weight loss drugs in Denmark prevented a recession by boosting pharmaceutical exports
  2. Danish pharmaceutical industry experienced massive growth in production but faced challenges meeting demand
  3. The export boom in pharmaceuticals positively impacted Danish economy but did not fully translate to domestic consumption growth