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Online Event

Japan Drop-In: Takaichi’s election gamble – Fiscal risks, market consequences

Speakers:

Japan’s 8th February snap election is Sanae Takaichi’s high-stakes bid to cement her mandate. But could a strengthened mandate encourage the prime minister further down a policy path that could ultimately lead to a fiscal crisis? We’ll be online the day after the election at 08:00 GMT/16:00 SGT to analyse the results, explore what they mean for Japan’s fiscal and monetary balance, and discuss the implications for Japanese financial markets. During this 20-minute session, the team will be answering your Japan macro and policy questions as they address key issues, including:

  • How the election outcome could influence Japan’s fiscal policy stance;
  • Takaichinomics, the Japanese inflation outlook and BOJ strategy;
  • Whether the yen could see further weakness, and JGB yields and Japan stocks more upside.
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