{"id":427002,"date":"2026-01-21T05:02:09","date_gmt":"2026-01-21T05:02:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/427002\/"},"modified":"2026-01-21T05:02:09","modified_gmt":"2026-01-21T05:02:09","slug":"china-could-widen-curbs-on-japans-imports-rare-earths-if-tensions-worsen-morgan-stanley","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/427002\/","title":{"rendered":"China could widen curbs on Japan\u2019s imports, rare earths if tensions worsen: Morgan Stanley"},"content":{"rendered":"

China could launch anti-dumping investigations into Japanese imports, impose more export bans and discourage consumption of the country\u2019s goods if it escalates a dispute with Tokyo that began in November<\/a>, according to Morgan Stanley.Beijing might also expand a temporary ban<\/a> on the sale of rare earth metals \u2013 crucial components in hi-tech hardware and automobiles \u2013 to target civilian manufacturing, the New York-based multinational investment bank said in a note by a team of researchers, led by chief Asia economist Chetan Ahya.<\/p>\n

The bank said a lack of further escalation remained the \u201cbaseline scenario\u201d for the two Asian countries, however, while warning that Beijing still had unused leverage.<\/p>\n

\u201cIn such a scenario, we could see downside risks to growth, with sectors such as autos, electronics, chemicals and consumer discretionary and staples in Japan the most affected,\u201d the researchers wrote in the note, published on Thursday.<\/p>\n

Those actions followed a speech by Japanese Prime Minister Sanae Takaichi on November 7, in which she said Tokyo could justify a military response<\/a> if Beijing attacked Taiwan. Beijing sees Taiwan as part of China to be reunited by force if necessary. Most countries, including the United States, do not recognise Taiwan as an independent state, but Washington is opposed to any attempt to take the self-governed island by force and is committed to supplying it with weapons.<\/p>\n

Beijing \u201cretains broad discretion, using controls as leverage rather than full decoupling\u201d, the note\u2019s authors said, adding that anti-dumping investigations could target new imports while export bans \u201cremain a risk\u201d, though would likely be short-lived, \u201cgiven intertwined supply chains\u201d.<\/p>\n","protected":false},"excerpt":{"rendered":"China could launch anti-dumping investigations into Japanese imports, impose more export bans and discourage consumption of the country\u2019s…\n","protected":false},"author":2,"featured_media":427003,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[224103,1724,64,63,3686,99,224106,512,224104,224101,164,224107,224105,941,224108,224102,29346,5303,130747],"class_list":{"0":"post-427002","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-economy","8":"tag-anti-dumping-investigations","9":"tag-asia","10":"tag-au","11":"tag-australia","12":"tag-beijing","13":"tag-business","14":"tag-chetan-ahya","15":"tag-china","16":"tag-chinese-chipmakers","17":"tag-dual-use-goods","18":"tag-economy","19":"tag-export-bans","20":"tag-hi-tech-hardware","21":"tag-japan","22":"tag-japanese-imports","23":"tag-japanese-seafood","24":"tag-morgan-stanley","25":"tag-rare-earth-metals","26":"tag-sanae-takaichi"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/427002","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=427002"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/427002\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/427003"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=427002"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=427002"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=427002"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}