Japan Has Been Allowed to Arm with Nuclear Weapons; Takaichi's Militarism Begins in Earnest; Why the First Target Will Be Dokdo, Not China | Director Kim Tae-hyung

Summary

Director Kim Tae-hyung argues that the Trump-era shift in US strategy has effectively allowed Japan to accelerate militarization and potentially nuclear armament under Takaichi. He says Japan's economic stagnation and public discontent are being channeled into a strong-Japan narrative, raising the risk of conflict with Korea over Dokdo before any clash with China. He expects Chinese external pressure, not Japanese domestic opposition, to be the main check on Japan's militarist course. The discussion is geopolitical and psychological, with no direct investment or trading recommendations.

• Kim Tae-hyung discusses the Takaichi government's support for Dokdo-related exhibitions and propaganda.
• He argues Japan's defense buildup includes higher budgets, US weapons purchases, missile bases, ammunition depots, and a space force.
• He links Japan's militarism to economic stagnation and public dissatisfaction, with Takaichi's approval around 80%.
• He says Japan may see Korea, not China, as an easier first target because China is a nuclear-armed major power.
• He believes Trump is unlikely to fight China for Japan, which could weaken Japanese confidence in a confrontation.
• He expects Chinese pressure to be the main obstacle to Japan's militarization.
• He advises Korea to avoid one-country alignment, pursue practical diplomacy with surrounding powers, and improve inter-Korean relations.
• No direct securities, sectors, or investment strategies are recommended.