UBS On-Air: Paul Donovan Daily Audio 'Pro-growth policies?'
UBS On-Air: Market Moves · Podcast owner
October 6, 20252m 33s
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Show Notes
The Liberal Democratic Party of Japan elected former economic security minister Takaichi as its leader, and thus Prime Minister-presumptive. Takaichi is seen as a pro-growth leader, and has signaled scepticism about the persistence of Japan’s inflation. This has supported equities, and may delay expectations of a Bank of Japan rate increase.