Breakingviews - Value push will mostly survive Japan election mess
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 29 2024
0mins
Source: Reuters
Political Context: Japan's Liberal Democratic Party (LDP) suffered a significant loss in the recent elections, losing its parliamentary majority, which may impact future fiscal policies but is unlikely to deter corporate focus on shareholder returns and productivity improvements.
Market Response: Despite political challenges, Japanese stocks have been performing well, driven by structural reforms initiated under former Prime Minister Shinzo Abe, with increased shareholder activism leading to higher buyback announcements and improved corporate governance.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
