日经涨超4%，日元大跌；市场预期“女安倍”上台会采取刺激经济手段

Asia Markets

Japan stocks hit record high after ruling party picks pro-stimulus Sanae Takaichi

 

Sanae Takaichi, newly-elected leader of the Liberal Democratic Party (LDP), speaks during a news conference at the party’s headquarters in Tokyo, Japan, on Saturday, Oct. 4, 2025. Japan’s ruling party elected right-leaning Takaichi as its first female leader today, in a vote that is also likely to determine who will become Japan’s next prime minister. Photographer: Toru Hanai/Bloomberg via Getty Images

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Japan’s Nikkei 225 index jumped over 4% to hit a record high Monday after the country’s ruling Liberal Democratic Party elected staunch conservative Sanae Takaichi as its new leader Saturday, positioning her to become the country’s first female prime minister.

Given the government’s economic policy of a “high-pressure economy,” Takaichi is likely to ask the Bank of Japan to maintain its accommodative monetary policy, Crédit Agricole CIB wrote in a note over the weekend following the results, adding that she would be open to a 25 basis points rate hike by the BOJ by January 2026.

 

“A Takaichi administration, recognising that the current economy is still weak, is expected to completely shift policy direction to a new approach (complete overhaul) that seeks to expand investment and demand through public-private partnerships,” CA-CIB’s note said.

Similarly, the Topix rose over 3% to hit a record high.

The Japanese yen weakened 1.45% to trade at 149.59 against the dollar.