Memo From the Chief Economist

Memo From the Chief Economist

The Takaichi Transformation

The new Prime Minister of Japan is set to unleash a bullish reform agenda.

David Rosenberg's avatar
David Rosenberg
Oct 27, 2025
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Key Takeaways

  • Japan’s new Prime Minister, Sanae Takaichi, is likely to restart much of the old Shinzo Abe reform agenda, which will be bullish for Japanese equities

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