Japan

Daily Briefing · 2026-10-28

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This is the Yroun Daily Briefing for October 28. In Israel's general election, exit polls suggest the possibility that the ruling coalition may fall short of a majority, and concerns over political uncertainty are spreading in the markets.

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In Oleshky in southern Ukraine, a local ceasefire has been established until November 1. The leaders of Finland and Norway held a phone call with President Putin, urging peace talks between Russia and Ukraine toward November. At the Japan-Germany summit meeting, strengthening supply chains for critical minerals and semiconductors, as well as cooperation in the cyber field, were confirmed. The EU is considering excluding Japanese cars produced outside the bloc from subsidies and public procurement, raising concerns about pressure on the earnings of Japanese automakers in the European market. In Brazil, former President Bolsonaro reportedly departed for the United States, and the real currency fell sharply following President Lula's victory. Unauthorized access occurred at a GMO group company, and a leak of customer data has been confirmed. At Nidec, the founder and eight others have been sued, bringing legal risks in the management structure to the surface. The average price of chicken eggs has hit a record high, increasing the burden on consumers' grocery spending. Soaring prices of kombu and dried bonito flakes are squeezing procurement costs in the restaurant industry. Uniqlo has withdrawn its price increase on its 50-color socks. Aeon has expressed its intention to partially reopen stores in the disaster-affected region of Kumamoto. President Xi Jinping sent a condolence telegram to the bereaved family on the passing of former Prime Minister Yasuo Fukuda, showing an emphasis on maintaining the foundation of Japan-China relations. China's Premier Li Qiang emphasized that the Taiwan issue is an inviolable "red line." The Japan Chamber of Commerce and Industry outlined a policy to support small and medium-sized enterprises in expanding into the Indian market, which has a population of 1.4 billion. North Korea has deployed artillery-mounted vehicles near the Military Demarcation Line, heightening tensions on the Korean Peninsula.

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