Implications of Elevated China-Japan Tensions: BI Replay

Join Head of Bloomberg Intelligence APAC, Catherine Lim, Bloomberg's senior Japan economist, Taro Kimura, airline analyst, Eric Zhu and infrastructure analyst, Denise Wong, as they unpack how escalating China-Japan tensions are reshaping tourism, airlines and retail. The panel will examine the geopolitical stance of Japan’s Prime Minister, Sanae Takaichi, implications of Chinese airlines’ cuts to Japan-bound capacity and what these shifts mean for mainland visitor flows and their spending patterns in the popular destination as well as the impact on related firms’ outlook in 2026. Participants will gain a sharper view of potential winners, laggards, risks and catalysts if tensions stay elevated through the next 13 months.