One year has passed since Takaichi Sanae (高市早苗) was elected in the LDP presidential election. The Nikkei Average has risen approximately 1.5-fold, long-term interest rates have exceeded 3%, and the yen has continued to weaken. Concerns over aggressive fiscal policy and monetary easing have been highlighted.
One year has passed since Takaichi Sanae (高市早苗) was elected in the LDP presidential election. In the equity market, the Nikkei Average has risen approximately 1.5-fold, drawing attention to changes in the investment environment.
Meanwhile, long-term interest rates have risen above 3% for the first time in approximately 30 years. This has also affected the bond market, heightening concerns over interest-rate trends.
The yen has also continued to weaken, and structural changes in the foreign exchange market have been cited as potentially affecting companies’ cost of capital and import-export balances.
The article identifies concerns over aggressive fiscal policy and monetary easing as factors behind the rise in long-term interest rates and the yen’s depreciation, with future policy developments emerging as a key market focus.