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Japan’s 10-year government bond yield rose above 1.65% on Thursday, snapping a two-day decline amid growing speculation that new Prime Minister Sanae Takaichi will announce a large-scale stimulus package as early as next month. Reports indicated the plan could exceed last year’s 13.9 trillion yen initiative aimed at helping households cope with inflation. Takaichi, confirmed as prime minister on Tuesday, is expected to pursue expansionary fiscal policies while maintaining support for accommodative monetary measures. Meanwhile, the Bank of Japan is widely anticipated to keep rates unchanged next week, with markets now projecting the next rate hike in January.

Japan 10-Year Yield Rises on Stimulus Bets

The South Korean won weakened to around 1,435 per dollar, nearing its lowest level since May, as investors reacted to the Bank of Korea’s decision to keep its policy rate unchanged at 2.5%. Policymakers maintained a cautious stance amid persistent concerns over the won’s weakness, high household debt, and rising housing prices, noting that the rate differential with the US Federal Reserve remains wide. Separately, investors remained watchful of the ongoing negotiations on a revised Korea-US investment plan, scaled down from an initial USD 350 billion to about USD 200 billion over eight years, with potential implications for capital flows. At the same time, the dollar held firm globally ahead of the upcoming US inflation data and next week’s Trump-Xi meeting in South Korea, as traders assessed the outlook for Fed policy and trade relations.

South Korean Won Falls After BOK Rate Hold

The Shanghai Composite fell 0.7% to below 3,890 while the Shenzhen Component dropped 1.3% to 12,830 on Thursday, marking a second straight session of losses as trade and policy uncertainties dampened sentiment. Reports indicated that the US may restrict exports to China involving US software, though President Donald Trump later confirmed his upcoming meeting with Chinese President Xi Jinping. Investors also awaited signals from the ongoing Fourth Plenum in Beijing amid hopes for new stimulus measures. On the monetary front, uncertainty persisted over whether the People’s Bank of China will ease policy further before year-end to shield the economy from trade headwinds. Technology shares led the decline, with steep losses in Zhongji Innolight (-3%), Eoptolink Technology (-5%), Cambricon Technologies (-3.3%), Suzhou TFC (-7.2%) and ZTE Corp (-4%).

China Stocks Extend Losses on Trade, Policy Jitters

Hong Kong stocks fell 173 points or 0.7% to 25,601 on Thursday morning, down for the second day after Wall Street weakened overnight. Sentiment soured as the Trump administration reportedly is considering broad restrictions on exports to China of goods made with or powered by U.S. software, following Beijing’s recent curbs on rare earth exports. Investors also turned cautious ahead of Hong Kong’s September inflation data due later today. At the same time, a communique from China’s fourth plenum is expected. Further caution prevailed ahead of key U.S. inflation data and next week’s Fed policy meeting. Still, downside pressure was capped by comments from U.S. President Trump, who said he expects to reach several agreements with China’s Xi Jinping during their meeting in South Korea next week. Tech and consumer shares led declines, with notable losses from Pop Mart Intl. (-5.2%), Mixue Group (-3.0%), and Kuaishou Tech (-1.1%). Gold stocks also slipped as bullion prices eased further.

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