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Thursday, October 8, 2026
Japan
island country in East Asia
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In brief
AMRO's Oct. 5, 2026 report warns Southeast Asia, China, Japan and South Korea face AI correction risks after driving two-thirds of global AI-related trade growth; 2026 growth held at 4.1%.
Asian stocks fell or were poised to decline as investors weighed volatile bond markets and awaited U.S. jobs data, while rising oil prices tied to renewed Gulf tensions heightened inflation concerns. Treasury yields retreated from recent highs, but uncertainty over wages, interest rates and energy prices kept markets on edge.
Asian markets mostly advanced, led by Japanese chip and AI-related stocks, as investors weighed technology optimism against uncertainty over the Iran war and oil supplies. Softer oil prices and easing bond yields supported risk appetite, while investors remained focused on U.S. inflation data and the outlook for Federal Reserve rates.
IHG will bring its Noted Collection to Japan with two Tokyo hotels: a 207-room Shinjuku property to be renovated and opened in 2027, and an 81-room new-build in Ginza scheduled for 2029. The signings mark the brand’s first entry into Japan and East Asia-Pacific, pairing hotels’ distinct local identities with IHG’s global network and loyalty program.
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AirTrunk plans A$43 billion Japan data-centre expansion amid AI surge
AirTrunk plans to invest up to A$43 billion (about US$30 billion) in Japan over five years, more than doubling its data-center capacity to over 1 gigawatt as demand for AI and cloud computing grows. An additional US$1 billion investment at its Inzai campus will support liquid cooling and high-density AI workloads.
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