Person
Sanae Takaichi is the Prime Minister of Japan, heading its government and setting national policy on fiscal, defense, and economic matters.
Japan's government has settled on leaving a 3.5%-of-GDP defense target out of its security documents, the Asahi Shimbun reported. Reaching it would add roughly 9 trillion yen or more a year to a budget of about 11 trillion.
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Heilongjiang officials and executives scouted Iturup for fishery and tourism investment, a first for Chinese corporate delegations there, Russian media said. No sum or company has been named, so the coordinated-pressure thesis rests on analysts' readings and a shared date.
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Nippon Life, Meiji Yasuda and Daiichi Life, with nearly 220 trillion yen between them, are due to unveil investment plans next week. The analysts quoted by name expect JGB buying without a broad sale of foreign bonds.
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South Korea's won rose for a fifth straight session to 1,338.5 per dollar on Oct. 8 even as foreigners sold about 2 trillion won of Korean shares. Seoul Economic Daily credits exporters converting chip-export dollars, so the rally holds only as long as that selling outweighs a firmer greenback.
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Rapidus has signed 17 partners, including Synopsys and Infosys, to help customers design chips for its 2nm foundry, backed by $15bn of state money. It still has to win the customers who will fill that fab before production starts in the second half of next fiscal year.
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Sanae Takaichi is due to address Japan's parliament with a 370 trillion yen, 14-year investment plan whose public share her government has not specified. The speech tests the fiscal part of a bond selloff that also runs on war-driven energy costs and rate hikes.
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America's national debt topped $40 trillion in August, more than double China's, while its 126% debt ratio trails Japan's 207%. Japan holds about 90% of its debt at home, and the US has to find buyers for about $7 billion of new borrowing a day.
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The assembly opened in New York on the 22nd and the U.S.-China summit is set for the 24th, so a confirmed Zelenskyy meeting, staff-vetted trade talks with Beijing and an Iran meeting that is still only a possibility all sit inside the same gap.
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The Bank of Japan's policy rate is now the highest since 1995, two of nine votes went against it, and the currency Washington spent last summer buying weakened anyway. The vote split is the number to watch.
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Japan pledged the $550 billion in response to American tariff measures. Six months on it is what Takaichi brings to a summit whose agenda also includes the cost of US bases, with four of the five decided projects in oil and power.
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Chinese customs figures for August show every rare-earth and critical-mineral line tracked into Japan below year-earlier volume for a second month, with the declines running from 11.2 per cent to 94.7 per cent.
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Yttrium's export rules survived the Busan truce, and the two shipments the United States has received since February's coating-line stoppages add up to 89 tonnes against a world market estimated at 10,000 to 15,000 tonnes a year.
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A deposit at customs bills the importer, and Chinese memory makers are the first to feel it. The qualification calendar runs months, so they cannot buy their way out of it this quarter.
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The Ministry of Finance's monthly release shows where the yen defence gets its money, and because the paper being sold was bought when the yen was far stronger, the selling throws off yen gains the cabinet is already spending.
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The 10-year JGB touched 3.027% before slipping back into the 2.9% range, while 40-year paper trades near 93 yen per 100 of face and insurers are asking their asset managers how to limit valuation losses.
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Rahul Ghosh's "pragmatic transition" is a ratings agency describing an underwriting rule: Asian frameworks safeguard transition assets more than Europe's do, so one cash flow can carry two costs of capital.
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Relief comes only with more American investment, which turns a customs rate into a capital budget for two Korean memory makers at a moment when the bond market has no appetite for another inflation input.
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Pezeshkian, speaking days after the weekend's exchange of fire, says Iran will reciprocate immediately if Washington returns to the June memorandum. Restoring it means restarting a 60-day clock that has already run out.
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Traders put a September BOJ hike at 80 to 90 percent, the yen sits four yen off its summer low of 164, and the US Treasury Secretary is telling Tokyo to let Abenomics end by itself rather than defend it.
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The $31 billion is contingent on Tokyo funding about a third of it, and the Kitakami fab that absorbs 36% of the package does not run until the fiscal year beginning April 2029, so the firm portion is smaller than the headline.
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