Episode Details
Back to EpisodesMarch 2, 2026 | Honda revives reverse-import strategy; Lei Xing says Chinese EV threat ‘overblown’
Published 1 week, 6 days ago
Description
Honda will export U.S.-built models to Japan for the first time in nearly four decades, reviving a reverse-import strategy amid streamlined rules and trade-balance pressures. European auto suppliers face a “polycrisis” with 350,000 jobs at risk. Plus, analyst Lei Xing argues the threat to legacy automakers from Chinese electric vehicle makers is overblown.