Why I am buying TOTO (5332.T) & Daikin (6367.T) during Trump’s tariff turmoil

Please note: This analysis is for informational purposes only and is not intended as investment advice. Mention of specific stocks is not a recommendation to buy or sell any securities.

Global markets are in chaos…

Another wave of Trump-era tariffs has triggered panic selling of anything tied to China, and investors are looking for safer ground.

Two names I’m watching closely are Daikin Industries and TOTO Ltd. I’ve set specific buy triggers for each, and If we see those levels, I will add the stocks to my portfolio.

Japan has lived through tariff onslaughts before. In 2018, higher levies on metals spooked markets, yet Daikin and TOTO held up thanks to their deep-rooted technology edges rather than cheap labor.

Today feels similar: logistics costs keep climbing, supply chains are shifting, and new policy incentives are aiming for energy efficiency. Both companies sit at the crossroads of those trends. Here’s why I’m gearing up to buy.