// Global Analysis Archive
Japan’s Prime Minister Sanae Takaichi secured a projected two-thirds parliamentary majority, strengthening her ability to deliver consumption tax cuts and maintain cabinet continuity. The expanded mandate may accelerate defence and foreign-policy shifts, with Japan-China relations—especially around Taiwan—emerging as a central strategic variable.
Source reporting indicates China’s property downturn persisted into early 2026, with continued price declines, weak sales, and heightened restructuring focus among major developers. Policymakers and local governments appear to be shifting toward stabilisation tools—potentially including mortgage support and inventory absorption—to rebuild confidence and support consumption.
The source indicates China’s property downturn deepened into early 2026, with accelerating sales declines and continued price weakness undermining confidence. Spillovers to consumption, fiscal conditions, and credit markets suggest a prolonged restructuring and a structurally smaller sector rather than a quick rebound.
Source reporting indicates Beijing is moving from multi-year restraint toward more explicit housing-market stabilisation, including VAT relief on resales and local easing of purchase curbs. However, continued price declines, weak demand, and uncertain developer restructuring outcomes suggest the downturn will remain a key drag on consumption, fiscal revenues, and confidence into 2026.
MERICS data indicate China’s 2025 growth relied heavily on exports and industrial upgrading as consumption and property-linked activity remained weak. Trade reorientation away from North America toward Europe and other regions raises the likelihood of stronger external policy pushback in 2026.
The source argues that Southeast Asia’s rapid aging will require labor-market redesign, with a four-day workweek enabling longer working lives while reducing burnout and improving health outcomes. It also frames shorter workweeks as a way to strengthen domestic consumption in export-heavy economies, though adoption will likely begin in civil service due to sectoral constraints.
Japan’s Prime Minister Sanae Takaichi secured a projected two-thirds parliamentary majority, strengthening her ability to deliver consumption tax cuts and maintain cabinet continuity. The expanded mandate may accelerate defence and foreign-policy shifts, with Japan-China relations—especially around Taiwan—emerging as a central strategic variable.
Source reporting indicates China’s property downturn persisted into early 2026, with continued price declines, weak sales, and heightened restructuring focus among major developers. Policymakers and local governments appear to be shifting toward stabilisation tools—potentially including mortgage support and inventory absorption—to rebuild confidence and support consumption.
The source indicates China’s property downturn deepened into early 2026, with accelerating sales declines and continued price weakness undermining confidence. Spillovers to consumption, fiscal conditions, and credit markets suggest a prolonged restructuring and a structurally smaller sector rather than a quick rebound.
Source reporting indicates Beijing is moving from multi-year restraint toward more explicit housing-market stabilisation, including VAT relief on resales and local easing of purchase curbs. However, continued price declines, weak demand, and uncertain developer restructuring outcomes suggest the downturn will remain a key drag on consumption, fiscal revenues, and confidence into 2026.
MERICS data indicate China’s 2025 growth relied heavily on exports and industrial upgrading as consumption and property-linked activity remained weak. Trade reorientation away from North America toward Europe and other regions raises the likelihood of stronger external policy pushback in 2026.
The source argues that Southeast Asia’s rapid aging will require labor-market redesign, with a four-day workweek enabling longer working lives while reducing burnout and improving health outcomes. It also frames shorter workweeks as a way to strengthen domestic consumption in export-heavy economies, though adoption will likely begin in civil service due to sectoral constraints.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-897 | Takaichi’s Supermajority Reshapes Japan’s Tax and Security Trajectory | Japan | 2026-02-09 | 0 | ACCESS » |
| RPT-896 | China Property in Early 2026: Stabilisation Push Meets Persistent Price and Sales Pressure | China Property | 2026-02-09 | 0 | ACCESS » |
| RPT-564 | China Property in 2026: Weak Sales, Policy Limits, and a Protracted Reset | China Property | 2026-02-02 | 0 | ACCESS » |
| RPT-255 | China Property: Policy Pivot Toward Stabilisation as Prices Slide and Developer Consolidation Deepens | China Property | 2026-01-27 | 1 | ACCESS » |
| RPT-293 | China Q4 2025: Export-Led Resilience Masks Property and Consumption Weakness | China economy | 2025-10-18 | 1 | ACCESS » |
| RPT-727 | Southeast Asia’s Aging Shock Could Make the 4-Day Workweek a Strategic Necessity | Southeast Asia | 2023-11-09 | 0 | ACCESS » |