Distant view of Japan through clouds

The Takaichi Trade Enters a New Phase as the Nikkei Reaches 57,650 and SoftBank Surges 10%

Japan’s post-election equity rally extended into its second day on Tuesday, with the Nikkei 225 climbing 2.28% to a fresh closing high of 57,650.54 and the TOPIX advancing 1.9% to a record 3,855.28. The advance was broad-based, with technology, financial, and consumer discretionary sectors all contributing, but the session’s standout performer was SoftBank Group, which…

Read More
Singapore downtown office buildings with tree

Takaichi’s LDP Wins Historic Supermajority, Giving Japan’s First Female PM a Free Hand on Fiscal and Defense Policy

Prime Minister Sanae Takaichi’s Liberal Democratic Party won 316 of 465 seats in Sunday’s general election, securing a two-thirds supermajority in the lower house of parliament for the first time since the party’s founding in 1955. Combined with the 36 seats won by coalition partner Nippon Ishin no Kai, the ruling bloc controls 352 seats,…

Read More
Man looking at screens monitoring stocks in front of office window

Takaichi’s Nuclear Push Is Driven as Much by AI Power Demand as by Energy Security

Prime Minister Takaichi’s commitment to accelerating the reactivation of Japan’s nuclear fleet, reinforced by Sunday’s supermajority, is typically framed as energy security policy. There is a technology dimension that deserves equal weight: Japan’s ability to attract AI data center investment depends on providing reliable, low-carbon baseload power at competitive prices. Nuclear energy is the only…

Read More