Japan’s Defense, Tech Stocks Climb as ‘Takaichi Trade’ Reignites

BloombergMonday, October 6, 2025 at 1:33:43 AM
Japan’s Defense, Tech Stocks Climb as ‘Takaichi Trade’ Reignites
Japanese defense and tech stocks are experiencing a significant rise following the election victory of pro-stimulus conservative Sanae Takaichi, who is poised to become the next prime minister. This surge is fueled by expectations of increased government spending in these sectors, which could lead to substantial growth and investment opportunities. The market's reaction highlights the optimism surrounding Takaichi's policies and their potential impact on Japan's economy.
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