English In the third quarter of 2026, Chinese car brands outsold Japanese brands in Europe for the first time over a full quarter. In September, Chinese brands took 12.7% of the market against 11.9% for Japanese brands. Five years ago they held barely 1%. To us, this looks familiar. In the 1970s Japanese carmakers surged …
China’s Auto Exports: Why We Are Cautious on Japan’s Carmakers｜中国車の海外進出：日本の自動車業界に慎重な理由
CYJ Key Points China exported 7.1 million vehicles in 2025, against 4.17 million for Japan, and is expected to reach 10 million in 2026. Japan-made cars are losing price competitiveness. China's supply chain, development speed and software lead are structural, not cyclical. Chinese makers now compete in EVs, hybrids, range-extenders and even petrol cars, and …
Japan Military Export Relaxation / Loosening of the Three Principles 防衛裝備移轉三原則
In the context of modern defense and maritime security, it is important to clarify that Japan no longer builds traditional "battleships" (large-caliber gun ships). Instead, Japan has transitioned into exporting advanced Frigates and Destroyers. Under the Sanae Takaichi administration, Japan has significantly accelerated its arms exports by revising the Three Principles on Transfer of Defense …
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Strategic Pivot: Decoding the Structural Transformation of Japan’s Security Policy under the Takaichi Administration
