Kishida’s “Levelling up” agenda: Mostly Good News for Investors

(Sep 21) Peter Tasker comments on Japan's Prime Minister and the implications of the successful candidate’s victory from both an economic and governance perspective.
  • Kishida’s sizeable win puts him on the path to a stable administration
  • His economic agenda focusses on inequality
  • Ex-Prime Minister Abe is the power behind the throne
  • Pragmatic approach to nuclear restarts
  • So adjustments to Abenomics, but no drastic change
  • Some concerns about Capital Gains Tax
  • Shinsei / SBI imbroglio could shape governance policy