CLSA's Richter on Toyota, Nissan Earnings

The video discusses Nissan's recovery trajectory, focusing on share buybacks and the revamped alliance with Renault. It highlights the practical aspects of the alliance and the potential for Nissan's stock to rise. The discussion then shifts to Toyota, examining its fiscal expectations, challenges with the yen, and the impact of the chip shortage. The video concludes with an analysis of regional market opportunities, particularly in China and the US, for Toyota.

What are the implications of the current Japanese yen level for automakers like Toyota?

In what ways is the reopening of China expected to benefit Toyota's market performance?