Honda Motor Co Ltd (ADR) (HMC), General Motors Company (GM): Politically, Japanese Solar Is Better than Japanese Cars

This isn’t to say that the car makers did poorly. Toyota reported a net revenue increase of 18.7%, while Honda came in with an 18.4% increase in sales. While these are no doubt good numbers, the ongoing political squabbles between China and Japan threaten the long-term growth of the companies even as US auto manufacturers become more welcome in China. With Kyocera Corporation (ADR) (NYSE:KYO), the potential for growth stems from domestic energy strength, as the solar market continues to grow thanks to post-Fukushima incentives for non-nuclear energy. This growth could signal a new dominant industry for pro-Japan investors looking for an alternative to cars.

In the Land of the Rising Sun, the money could very well be in the sun for years to come.

The article Politically, Japanese Solar Is Better than Japanese Cars originally appeared on Fool.com and is written by John McKenna.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.