The yen and government bonds stayed noticeably calmer than many had feared following weeks of volatility fueled by concerns about fiscal sustainability. “Importantly, a large governing majority should also ensure that fiscal spending remains more restrained, reducing the risk of bond market jitters,” he added. Meanwhile, Takaichi said she would conduct a responsible and proactive fiscal policy. “The LDP landslide victory does not give Takaichi free rein to just spend,” Aberdeen Investments senior research economist Sree Kochugovindan said. Sectors such as defense and semiconductors that are likely to benefit from Takaichi’s spending plans might get another leg up, analysts said.

Source: Taipei Times February 09, 2026 16:13 UTC