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ChinaJapan Rift Over Taiwan Deepens With Beijing’s Japan Travel Warning as Tokyo Markets Slide

Japan’s consumer economy is exposed because Chinese tourists make up an outsized share of arrivals.

Overview

  • China’s foreign ministry advised citizens to avoid trips to Japan, and major Chinese airlines offered full refunds on Japan flights following the warning.
  • Tourism and retail names led losses in Tokyo, with Shiseido down about 9%, Fast Retailing lower, and ANA and JAL falling roughly 3–4%.
  • Japan’s defense ministry reported a suspected Chinese drone flying between Yonaguni and Taiwan on Nov. 15, prompting fighter jet scrambles.
  • Tokyo said Chinese coastguard vessels spent hours in waters around the Japan‑administered Senkaku islands, which China claims as Diaoyu.
  • Japan dispatched senior Asia‑Pacific envoy Masaaki Kanai to Beijing for talks with counterpart Liu Jinsong as Tokyo reiterated that its stance on Taiwan remains unchanged.