Recent tensions between China and Japan  have led to fewer tourists numbers from the Mainland . This might have a signifcant effect as  24% of all tourists  to the Japan for the first nine months of 2025 were from China. Catherine Lim, Senior Industry Analyst at Bloomberg Intelligence tells us what impact it has on retail and tourism names. We also look if consumer sentiment has improved in China using the Single Day sales as an indicator.



Image Credit: Shutterstock.com

Recent tensions between China and Japan have led to fewer tourists numbers from the Mainland . This might have a signifcant effect as 24% of all tourists to the Japan for the first nine months of 2025 were from China. Catherine Lim, Senior Industry Analyst at Bloomberg Intelligence tells us what impact it has on retail and tourism names. We also look if consumer sentiment has improved in China using the Single Day sales as&nbsp;an&nbsp;indicator.Image Credit: Shutterstock.com

Opinion and analysis of today’s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

Opinion and analysis of today&rsquo;s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

Morning Brief

The Economic Impact of the Row Between China And Japan 

Morning Brief - Sep 9, 2026

Nearly 3,000 flights have been disrupted and more than 340,000 passengers affected, after volcanic ash from Mount Anak Krakatau caused widespread disruption to Indonesia’s aviation network. Although several airports have reopened, the situation highlights the wider risks volcanic eruptions can pose to air travel across Southeast Asia.With Malaysia connected to many regional routes, could continued volcanic activity affect our flights or airspace, and what measures are in place to manage the risk?

Image Credit: Shutterstock

Nearly 3,000 flights have been disrupted and more than 340,000 passengers affected, after volcanic ash from Mount Anak Krakatau caused widespread disruption to Indonesia’s aviation network. Although several airports have reopened, the situation highlights the wider risks volcanic eruptions can pose to air travel across Southeast Asia.With Malaysia connected to many regional routes, could continued volcanic activity affect our flights or airspace, and what measures are in place to manage the risk? Image Credit: Shutterstock

Aviation Disruption: Anak Krakatau’s Impact on Malaysia

Malaysia is reportedly considering Huawei’s AI chips for a RM2 billion national data initiative, despite US warnings over the use of advanced Chinese technology. The decision could test Malaysia’s long-standing strategy of balancing relations with Washington and Beijing, particularly as its booming data-centre industry remains heavily connected to American technology. Would embracing Huawei give Malaysia greater technological sovereignty, or risk retaliation from the US and deeper dependence on China’s AI ecosystem?


Image Credit: Shutterstock

Malaysia is reportedly considering Huawei’s AI chips for a RM2 billion national data initiative, despite US warnings over the use of advanced Chinese technology. The decision could test Malaysia’s long-standing strategy of balancing relations with Washington and Beijing, particularly as its booming data-centre industry remains heavily connected to American technology. Would embracing Huawei give Malaysia greater technological sovereignty, or risk retaliation from the US and deeper dependence on China’s AI ecosystem? Image Credit: Shutterstock

The Economic Impact of the Row Between China And Japan

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