What did Beijing say after the election?

China’s Foreign Ministry criticized Tokyo after the Sanae Takaichi landslide and urged Japan to retract Taiwan-related remarks. The message signals tighter scrutiny of issues involving Taiwan and higher diplomatic tension. Investors should watch for practical steps, such as inspections or licensing changes, that might affect trade or tourism flows.

Which Japan sectors are most exposed right now?

Seafood and agriculture face sensitivity to inspections and consumer sentiment. Tourism and retail depend on group travel rules, visas, and airline capacity. Defense, shipbuilding, and cybersecurity may benefit from steady security priorities. Short term, we would manage position sizes in China-facing names and keep hedges in place for volatility.

Could tourism to Japan slow after these remarks?

It could, depending on visa processing, group tour policies, and media tone. Even small administrative changes can affect bookings and shopping. We would watch airline schedules, travel search interest, and hotel occupancy signals. Sentiment swings may be brief, but retailers with high tourist exposure should plan dynamic pricing and staffing.

How should investors react this week?

Stay balanced. Keep cash buffers, hedge China-exposed earnings, and monitor official statements, port checks, and visa policies. If rhetoric fades without concrete steps, consider adding on dips. If multiple restrictive actions appear, increase risk premiums, trim cyclical exposure tied to mainland demand, and protect portfolios with disciplined stops.

Law and Government

February 11: Beijing Slams Tokyo After Takaichi Landslide Win

ByHuzaifa Zahoor February 11, 2026February 11, 2026

After the Sanae Takaichi landslide on February 11, Beijing criticized Tokyo and pressed for a retraction of Taiwan-related remarks. This China response to Japan election signals rising policy friction that could affect trade, travel, and defense spending. We outline what Beijing said, how Tokyo may respond, and where market risk is highest in Japan. For investors in JP, we map sector exposure, timing cues, and practical positioning as the geopolitical risk premium inches higher today.