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Japan sharpens defense posture while strengthening Turkish ties

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In an extensive interview on the Harici YouTube channel hosted by journalist Elif Ilhamoglu, Asia-Pacific research specialist and journalist Mehmet Asil Gonultas provided a comprehensive analysis of East Asia’s shifting geopolitical landscape.

Focusing on the newly released 2026 Japanese Defence White Paper, Tokyo’s military posture, foreign policy recalibrations under Prime Minister Sanae Takaichi, and expanding bilateral ties with Turkiye, Gonultas detailed how systemic anxieties regarding China, Russia, and North Korea are reshaping the region.

“China, Russia, and North Korea are explicitly named as threats”

Addressing the release of Japan’s updated national security strategy document, Gonultas noted that the nearly 600-page publication represents the longest and most assertive security outline produced by Tokyo to date. He underscored that the tone toward regional competitors has hardened markedly compared to previous editions.

“China, Russia, and North Korea are explicitly named as threats in this year’s document,” Gonultas said. “Regarding Russia, the text explicitly characterizes its military presence on the contested Kuril Islands as an occupation, particularly following the recent visit by Russian President Vladimir Putin to one of the islands. North Korea is evaluated through the operational lens of the Russia-Ukraine war, where Pyongyang is actively refining its military capabilities, deploying personnel, utilizing drones, and gaining battle-tested experience in an active combat zone.”

Gonultas explained that the characterization of Beijing as a deteriorating security risk reflects a trajectory that has intensified steadily over recent years. “While China has been identified as a primary security concern since at least 2022, the rhetorical severity increases with every iteration. This year’s assessment is the heaviest yet, directly mirroring the firm posture of the state,” he stated.

Contrasting the current administration with former leadership, Gonultas remarked, “Former Prime Minister Shigeru Ishiba advocated a relatively moderate approach, maintaining that Japan and China must find ways to coexist peacefully given their geographic reality. However, Prime Minister Takaichi adopted an uncompromising stance toward Beijing even prior to assuming office.”

He noted that Beijing’s actions have reinforced Tokyo’s apprehensions: “Beijing continuously provides justification for this stance. During recent missile testings, Beijing claimed to have informed Japan in advance, but Tokyo clarified that notice was provided merely 30 minutes prior to launch, emphasizing that no formal permission was granted. Furthermore, Chinese naval vessels regularly test boundaries in Japan’s exclusive economic zone, and a Chinese warship recently targeted a Japanese fighter jet with a guidance laser. The white paper explicitly argues that China’s actual military expenditures significantly exceed its publicly declared defense budget.”

Following the publication of the document, China’s Ministry of Foreign Affairs and Ministry of National Defense swiftly issued formal condemnations, accusing Tokyo of fanning regional tensions and reverting to historic militarism. “China reacted directly by asserting that this document reflects rising Japanese militarism,” Gonultas said. “In response, Tokyo points to China’s rapid rearmament, its inventory of ballistic missiles capable of striking Japanese territory, its maritime incursions, and its anti-aircraft capabilities targeting Japanese military aviation.”

“There is no question of acquiring nuclear weapons”

Turning to the structural and military capabilities outlined in the white paper, Gonultas clarified that Tokyo is prioritizing high-technology defense systems and diplomatic-economic integration rather than unconventional deterrence.

“There is no question of acquiring nuclear weapons,” Gonultas emphasized, addressing recent media speculation surrounding defense policy debates. “While domestic discussions on nuclear deterrence surfaced during the era of the late Prime Minister Shinzo Abe, implementing such a policy remains politically impossible. Regardless of a ruling party’s parliamentary majority, strong internal factions vehemently oppose the concept. When Abe tentatively raised the question of nuclear deterrence after leaving office, then-Prime Minister Fumio Kishida immediately rejected the notion. Kishida, who remains an influential parliamentary figure, reaffirmed only recently that Japan must unconditionally oppose nuclear armament.”

Clarifying recent remarks made by Japanese Defense Minister Shinjiro Koizumi regarding the public taboo surrounding nuclear debates, Gonultas observed, “The prohibition against discussing nuclear weapons is not a formal statutory ban, but rather a deeply ingrained societal consensus. The public remains firmly opposed to even raising the topic. Defense Minister Koizumi, whose personal popularity has risen significantly among right-wing factions since taking office, uses this rhetoric largely as a political signaling strategy to consolidate his base as he positions himself for a future prime ministerial run.”

Gonultas outlined Tokyo’s actual defense investments, highlighting unmanned systems and domestic defense manufacturing. “Japan’s primary technological focus centers on advanced drone infrastructure,” he stated. “Furthermore, Japan has revised its historical restrictions on arms exports. While the constitution was previously interpreted to ban the export of lethal weaponry—limiting sales strictly to search-and-rescue or non-lethal equipment—legislative shifts now permit defensive exports, provided they are directed toward allied nations that are not actively engaged in armed conflict.”

“Japan is acutely aware that it cannot stand alone against China”

Evaluating Tokyo’s strategic dependence on Washington, Gonultas emphasized that Japan’s defense planners view the US alliance as indispensable for national survival.

“Japan is acutely aware that it cannot stand alone against China’s sheer scale,” Gonultas stated. “This fundamental reality forces Japanese policymakers to maintain flawless relations with Washington at all costs. Recently, when a US serviceman was implicated in an assault incident on Okinawa Island, Defense Minister Koizumi explicitly declined to criticize the US military, drawing sharp domestic backlash. Yet, this reflects Tokyo’s overriding priority: retaining the US strategic presence in the Indo-Pacific.”

“Both the Japanese government and the general public harbour deep anxieties regarding Chinese intentions, particularly concerning a potential military move against Taiwan,” Gonultas continued. “Should China blockade or seize Taiwan, Japan’s vital maritime trade routes would be compromised at Beijing’s discretion. Aside from the United States, no regional power possesses the capacity to offer meaningful deterrence.”

Gonultas added that this strategic anxiety has intensified under the current US administration. “Japanese planners are operating under immense pressure to keep US President Donald Trump fully committed to regional security, even as Washington signals potential adjustments to its military posture, including reductions in joint exercises with South Korea,” he noted. “To build a broader network of deterrence, Tokyo is actively cultivating overlapping bilateral and trilateral security partnerships with Australia, the Philippines, India, and South Korea, aiming to anchor US power within the region.”

“Constitutional limits restrict Japanese forces to purely defensive operations”

Addressing whether growing regional friction could lead to direct military confrontations, Gonultas pointed to the legal constraints governing Japan’s Self-Defense Forces.

“The likelihood of Japan initiating or engaging in direct offensive conflict remains minimal,” Gonultas stated. “Article 9 of the Japanese Constitution explicitly renounces war and prohibits the maintenance of offensive war potential. All military assets held by Japan are structured strictly for self-defense, meaning operational force can only be applied after Japanese territory sustains an explicit attack.”

“When Prime Minister Takaichi previously stated that Japan would protect Taiwan in the event of an invasion, any operational support would realistically be limited to logistics, non-combatant evacuation operations, and naval resupply missions for US forces, rather than direct front-line engagement,” Gonultas explained. “Although Takaichi favors constitutional revision, the Japanese public remains overwhelmingly pacifist and deeply attached to Article 9, driven by demographic aging, historical memory, and a profound fear of military escalation.”

“Turkiye is viewed as a reliable and capable defense partner”

Highlighting expanding diplomatic and industrial engagement between Ankara and Tokyo, Gonultas noted that defense procurement and technological cooperation have gained significant momentum.

“Following high-level diplomatic engagements, including Turkish Foreign Minister Hakan Fidan’s official visit to Tokyo and subsequent defense agreements signed at the SAHA EXPO defense exhibition, bilateral security cooperation has entered a concrete phase,” Gonultas said. “Japan is actively seeking to acquire drone technology. Importantly, Tokyo does not merely wish to purchase off-the-shelf equipment; it seeks technology transfers and co-production frameworks to understand manufacturing methodologies. Ankara has demonstrated a positive reception to these discussions.”

“Turkiye is viewed in Tokyo as a reliable, highly capable defense actor and a non-aggressive diplomatic mediator,” Gonultas added. “With negative public perception toward Israel reaching 80% in Japan, Tokyo has deliberately diversified its defense partnerships away from Tel Aviv, placing increased value on its historical alliance with Turkiye.”

Gonultas further observed that diplomatic coordination extends into Central Asia. “Japanese Deputy Foreign Minister Eri Arfia, who is of Uyghur origin and fluent in Turkish, visited Istanbul and met with representatives of the Organization of Turkic States, expressing Japan’s interest in securing observer status,” Gonultas explained. “Tokyo views Turkiye as a vital bridge to Middle Eastern energy stability and Central Asian critical mineral supply chains.”

“Takaichi’s public approval ratings have dropped toward 50%”

Analysing domestic political dynamics, Gonultas reported that Prime Minister Takaichi faces mounting economic pressures that threaten her initial political momentum.

“While Prime Minister Takaichi entered office with approval ratings approaching 70%, recent surveys show public support dropping toward 50%, with some independent polls placing approval near 40%,” Gonultas stated. “The primary driver behind this decline is economic dissatisfaction. Despite state interventions to stabilize the yen around 170 per US dollar following energy price surges caused by the Iran conflict, living costs remain elevated.”

“Voters supported Takaichi expecting structural economic revitalization, but the administration has heavily prioritized ideological and administrative initiatives—such as designating Osaka as a secondary capital alongside its coalition partner, the Japan Innovation Party, enacting national flag protection laws, and tightening permanent residency requirements for foreign workers,” Gonultas explained. “Although the government plans to cut consumption taxes on food items from 8% to 1%, prominent figures within her own Liberal Democratic Party (LDP), including former Prime Minister Ishiba and veteran leader Taro Aso, have publicly questioned the fiscal viability of these plans.”

Concurrently, economic authorities face severe macroeconomic challenges following joint currency interventions by the US and Japan. “While joint interventions successfully halted the chaotic depreciation of the yen beyond the 170 threshold, Japanese government bond yields recently hit 30-year highs of approximately 3%,” Gonultas noted. “To offset inflationary pressures on households, the government has facilitated a 5% average wage increase—the highest in recent decades—while coordinating with Washington to maintain exchange rate stability.”

Concluding his evaluation of Tokyo’s regional policy, Gonultas noted that despite broader regional instability, Japan continues to maintain active diplomatic communication with Tehran to safeguard energy transit through the Strait of Hormuz. “Tokyo maintains functional diplomatic channels with both Washington and Tehran, leveraging its neutral diplomatic standing to support regional maritime stability and energy security,” Gonultas concluded.

Asia

China expands Africa arms sales, displacing France and Western rivals

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China is overtaking Western suppliers, particularly France, by expanding its exports to African nations beyond small arms, armoured vehicles, trucks, and artillery to include air defence systems, combat drones, and electronic warfare assets.

According to a report by the South China Morning Post, based on researchers and military movements across the region, African buyers are gravitating towards the advantages of quality and accessibility offered by the Beijing administration.

In April, four vehicles spotted in a Malian army convoy were identified by defence intelligence company Janes as Chinese-manufactured Yitian-L air defence systems.

In September, the Presidency of Burkina Faso published footage of military equipment inspections and testing.

Observers noted that the released footage featured a mobile surveillance radar and a missile launch vehicle belonging to the Sky Dragon family produced by Chinese company Norinco.

In August, Cote d’Ivoire also showcased Wing Loong II armed unmanned aerial vehicles procured under a contract signed in June 2024 with Chinese state-owned enterprise Catic.

A distinct shift is unfolding in the weapons procurement trajectory of Sahel countries that have ended defence cooperation with France and run into US security assistance restrictions.

Mali, Burkina Faso, and Niger formed the Alliance of Sahel States in September 2023, transitioning the structure into a confederation in July 2024.

Following the transfer of power to military authorities, these nations progressively severed ties with France and turned their attention towards new partnerships.

Western bans and budget constraints pave way for Beijing

David Shinn, a former US ambassador to Burkina Faso and Ethiopia and a specialist in China-Africa relations, pointed out that the quality of Chinese military equipment has risen and that Beijing is willing to enter markets where the West hesitates.

“Unlike many Western countries, China will sell military equipment to any country so long as it is not under a United Nations sanction,” Shinn said.

Experts speaking to the newspaper stated that high-technology defence systems, previously purchased mainly from the West and accessible to only a few countries on the continent, are now being shipped more frequently to Africa by China.

Katarina Djokic, a researcher with the Arms Transfers Programme at the Stockholm International Peace Research Institute (SIPRI), said affordable pricing, including maintenance costs, plays a critical role in procurement choices.

Djokic noted that countries maintaining good relations with the West also procure weapons from China.

According to SIPRI assessments, shipments to African nations have not yet reached a volume large enough to fundamentally alter China’s overall arms export figures.

SIPRI data for the 2021-2025 period placed China as the world’s fifth-largest supplier, accounting for a 5.6% share of global arms exports.

During this timeframe, China’s largest customer was Pakistan with a 61% share, followed by Serbia at 6.8% and Thailand at 4.7%.

In SIPRI’s records for 2020-2024, Africa accounted for 14% of China’s major arms exports, ranking as its second-largest market behind Asia and Oceania’s 77% share.

Between 2020 and 2024, the Beijing administration carried out arms sales to a total of 44 countries worldwide.

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Pentagon plans covert spy ring for economic war on China, report says

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The US Department of War (Pentagon) is reportedly planning to establish an extensive network of deep-cover agents to wage economic warfare against China and other adversaries of the US.

According to a report by The Washington Post citing six sources familiar with the initiative, the plan has not yet been put into effect. The newspaper reported that the initiative remains at the planning stage. The Pentagon, however, denies that any such initiative exists.

The report said the operatives would pose as entrepreneurs or private sector employees while concealing their ties to the US government. The network’s mission would be to gather economic intelligence and counter China.

The programme is led by Tom Rakusa, who spent 39 years at the CIA. Rakusa serves as a senior adviser to Deputy Secretary of Defence Steve Feinberg.

The proposed spy network is seen as part of a broader policy by the Donald Trump administration to sharpen economic competition with other countries.

The US is already resorting to tariffs, export controls, and investment in strategic sectors, alongside expanding its economic intelligence gathering.

According to The Washington Post, the new initiative demonstrates the Pentagon’s growing influence under the Trump administration. The department is currently seeking a record budget of $1.5 trillion.

Trade war flares up again with Trump’s return to the White House

The trade friction between the US and China flared up again following Donald Trump’s return to the White House. In April 2025, Washington raised tariffs on Chinese goods to as much as 145%, and Beijing retaliated with tariffs of up to 125%.

In May, US Secretary of State Marco Rubio described China as the primary geopolitical challenge facing Washington. Rubio said that to avoid war, the two sides needed to manage their conflict of interests.

In July, Chinese expert Zheng Yongnian did not simply warn that underestimating the US could prove to be a “fatal mistake”; he stated it explicitly.

According to Zheng’s assessment, the US maintains its primacy through the role of the dollar, its military superiority, and its technological advantages.

Even so, the two sides agreed in June to declare a truce and lower tariffs. In autumn 2026, the US and China extended their trade truce until 10 January 2027.

US Treasury Secretary Scott Bessent said the extension would give the parties more time to discuss economic issues.

Trade deals do not eliminate the strategic contradictions between the two countries. Financial Times columnist Rana Foroohar likened the race between the two nations for commercial, technological, and geopolitical influence to the 19th-century “Great Game” between the Russian and British empires.

Foroohar cited China’s standing in shipbuilding and commercial maritime transport, as well as its expanding footprint in overseas ports, among its key advantages.

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Japan plans curbs on short-term home sales to cool urban prices

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Japan’s ruling Liberal Democratic Party (LDP) plans to restrict short-term property trading to rein in surging home prices in major urban centres, particularly Tokyo.

Led by Prime Minister Sanae Takaichi, the party aims to make support for working households a core priority ahead of local elections scheduled for April next year.

The LDP’s research commission on housing and land policy met on Wednesday to discuss the issue.

According to a report by the Nikkei Asia newspaper, Commission Chair and LDP lawmaker Midori Matsushima said at the opening of the meeting: “Prices of newly built condominiums across Tokyo’s 23 wards have doubled over the past decade. We must work on measures ensuring that people who wish to live in these homes can actually afford to buy them.”

Homeownership in the capital has become virtually unattainable for broad segments of the population. According to data from the Real Estate Economic Institute, the average sale price of a newly built condominium in Tokyo’s 23 wards rose %18.5 in fiscal 2025 compared with the previous year, reaching 137.84 million yen (around $872,000).

Meanwhile, statistics from the Ministry of Labour show that the average annual income of a full-time worker in the capital remained at 6.78 million yen in fiscal 2025. This widening gap between incomes and residential property prices is directly shaping political priorities.

During its campaign for the House of Representatives election in February, the LDP pledged to curb speculative transactions across metropolitan Tokyo and other regions. Earlier this month, a party project team focused on policies concerning foreign nationals also submitted a recommendation urging the government to introduce immediate tax measures against rising home prices.

Under current legislation, profits realized from properties sold within five years of acquisition are classified as “short-term capital gains”. These returns face a tax rate approaching %40, including income tax and local inhabitant tax.

Although this rate is twice the approximately %20 levied as “long-term capital gains” tax on properties held for more than five years, several party members argue it remains insufficient to deter speculation. Calls to tighten the framework may be considered as part of the annual tax reform package to be drafted in December alongside the LDP’s coalition partner, the Japan Innovation Party.

The ruling bloc wants to present concrete housing pledges to voters heading to the polls in April across numerous urban centres, including 22 of Tokyo’s wards where local assembly terms expire.

“We need to support families with children, who are typically at the stage of purchasing a home,” a senior LDP official said.

Opposition parties are also preparing alternative proposals that target not only prospective homebuyers, but also residents forced into the rental market by high property prices and now affected by escalating rents.

Tax steps take precedence over limits on foreign buyers

Several countries seeking answers to housing affordability pressures have imposed direct restrictions on foreign purchasers. In South Korea, real estate policies played a major part in the declining public approval ratings of President Lee Jae Myung.

In August 2025, authorities in Seoul introduced an approval requirement for foreign nationals buying homes in the capital and adjacent areas, while also mandating that buyers reside in the properties for at least two years.

Canada and Australia have enacted temporary bans on foreign residential purchases, while Singapore levies a %60 additional stamp duty on foreign buyers.

The role of overseas investors in Japan’s property market also drew debate during the February election. However, restrictions aimed directly at foreign nationals are viewed as potentially conflicting with international trade and services agreements.

Consequently, rather than imposing restrictions based on the nationality of buyers, the government is discussing tax measures aimed at speculative real estate deals, such as rapid resales.

Fears that sharp market measures could shake regional banks

Concerns have also surfaced that aggressive steps to force down prices could harm the wider national economy.

A senior LDP tax official cautioned that a steep drop in land prices could weaken local financial institutions, warning: “We must consider the impact on regional banks.”

The real estate sector accounts for roughly %18 of total lending by Japanese banks. This proportion sits well above the %10 level recorded during Japan’s bubble economy of the mid-to-late 1980s.

At certain regional banks, property lending accounts for nearly half of total loan portfolios.

According to March 2025 data from the Financial Services Agency, approximately one-quarter of all loans extended by regional banks to the real estate sector are concentrated directly in Tokyo’s five central wards.

Buoyant asset valuations, supported in part by rising stock indices, have underpinned strong public approval for the Takaichi administration. Observers note that property interventions designed to cool the market could drag down equity prices and weaken the government’s standing.

A senior official on the LDP research commission stressed that decision-makers must act with caution regarding the scope and timing of any measures intended to bring price increases under control.

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