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23 October 2025
Markets are betting big on Takaichi. The question is whether she will emulate her role model, Margaret Thatcher, by pushing through transformative competitiveness, investment and growth boosting reforms or whether she will fall back on the less desirable elements of Abenomics - large-scale fiscal and monetary expansion? The primary reason Trading Post though has been overweight Japanese equities throughout the year is Japan’s solid business cycle fundamentals.
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