Bloomberg Daybreak: Asia Edition Yen Falls, Japanese Stocks Rise With Ishiba Set to Resign
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Sep 8, 2025 In this insightful discussion, Amy Catalinac, an expert in Japanese politics from NYU, unpacks the political shake-up following Prime Minister Ishiba's resignation, exploring its implications for Japan's fiscal landscape. Candace Browning, from BofA Securities, shares her market analysis as the yen declines while Japanese stocks rise amidst investor uncertainty. They also touch on the potential leadership race and how it could affect global investor sentiment. These expert perspectives shed light on the intersection of politics and finance in a rapidly changing environment.
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Resignation Triggered By Election Losses
- Ishiba resigned after two bruising national election losses and internal momentum to oust him built within the LDP.
- Support from influential figures like Suga and Shinjiro Koizumi mattered and their withdrawal precipitated his decision.
Contenders Offer Divergent Paths
- Key contenders include Toshimitsu Motegi, Sanae Takaichi and Shinjiro Koizumi with contrasting appeals and policy stances.
- Takaichi signals fiscal stimulus while Koizumi offers youth, media savvy, and broader public appeal.
Race Format Will Decide The Winner
- The leadership race format (full vs abridged) will shape who has the edge by weighting rank-and-file versus LDP lawmakers.
- A full contest favors Koizumi's broad public appeal while an abridged vote benefits Takaichi's party support.
