From Toyota to Volkswagen, the giants' new target is the US market

Toyota, Volkswagen, Hyundai, Honda and Nissan are shifting investment toward the U.S. market as sales slump in China and demand stagnates in Europe, while American appetite for large SUVs and pickups stays strong. The automakers are preparing to expand U.S. production capacity, making the world’s largest automotive market one of the industry’s most important profit centers. The pivot matters because it reallocates global manufacturing and capital spending away from China and Europe at a time of uneven demand. Investors should watch capacity announcements, plant investment figures and any changes to U.S. trade and tariff policy affecting imported vehicles.