Sanae Takaichi’s win in Japan is exactly what global markets are looking for
LDP's historic supermajority fuels a nearly 6% stock surge amid expectations of fiscal stimulus and tax cuts despite concerns over Japan's 260% debt-to-GDP ratio.
7 Articles
7 Articles
Markets likely mispricing Japan's 'Takaichi trade'
In the days since its landslide victory, Sanae Takaichi’s Liberal Democratic Party finds itself grappling with the ultimate political quandary: what to do when you’re the proverbial dog that caught the car? The yen’s powerful rally since Sunday’s election triumph suggests markets are thinking twice about the aggressive fiscal loosening Japan’s first female leader promised […] The post Markets likely mispricing Japan’s ‘Takaichi trade’ appeared f…
The recent elections in Japan functioned as a referendum on the figure that has burst into the grip of Japan’s sclerotic politics. The verdict, following the shortest election campaign of recent decades, was resounding. The Liberal Democratic Party (PLD) took 316 of the 465 seats in the lower house and regained tranquility. The conservative, hegemonic formation almost without pause since the Second World War, bled out months ago with corruptelas…
Consenso del Mercado Christiaan Tuntono (Allianz GI) The Liberal Democratic Party (PLD) of Japan, led by Prime Minister Sanae Takaichi, won a historic victory by winning 316 of the 465 seats in the early elections to the Lower House held on February 8. The PLD has by itself achieved a qualified two-thirds majority in the Lower House, allowing it to invalidate any decision of the Upper House, controlled by the opposition. If it includes the Part…
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