China Aviation Engine Group (AECC) held a seminar on Aug. 31 to assess civil gas turbine industry developments and map the group's high-quality development path. The meeting reviewed AECC's civil gas-turbine R&D build-out, market and policy analysis, product operations and investment directions, and discussed promoting a '15th Five-Year' breakthrough for the sector.

BOJ board member Takata said the bank should flexibly raise interest rates after assessing domestic financial conditions and overseas developments. He urged shifting away from the current stance that promotes higher potential inflation and said the BOJ should demonstrate determination to prevent inflation from deviating upward from expectations. Takata was the lone dissenter in July when the BOJ left the short-term rate at 1%; he had advocated raising it to 1.25% to counter inflation risk from external demand shocks.

CITIC Securities says the market outlook for September remains dominated by stock-positioning and structural themes. It recommends retaining exposure to AI compute, nonferrous metals, innovative drugs and selected export-oriented manufacturers with sustained momentum, while prioritizing sectors currently underweighted by institutions: banks, insurers and securities firms for high-dividend, defensive characteristics; batteries, industrial and energy metals and basic chemicals for earnings recovery; and cyclical catch-up plays such as steel and hog farming.