如果民调结果成真，日本大选后日股或将“长期下跌”

Group 1 - The upcoming Japanese Senate elections may lead to the ruling coalition losing its majority, which could negatively impact the country's $6.8 trillion stock market [1] - The Japanese stock market has underperformed compared to the MSCI global index this month, raising concerns about the potential governance capabilities of a weak minority government [1][4] - Political uncertainty is eroding investor confidence, as evidenced by a 1.2% decline in the Tokyo Stock Exchange index after three months of gains [4] Group 2 - Historical data indicates that if the ruling party loses in elections, the market may take 35 to 75 days to bottom out, with an average total decline of about 8% [4] - Analysts warn of a potential "triple whammy" in the Japanese financial market, affecting stocks, bonds, and currency if extreme political factions gain power [6] - A weaker yen could benefit exporters affected by U.S. tariffs, while opposition parties' proposals to cut food consumption taxes may boost consumer stocks [6] Group 3 - The election may have profound implications for corporate governance reforms, a key driver of recent stock market gains in Japan [7] - The potential coalition formation by the ruling party could alter its stance on corporate governance, which investors may not be fully aware of [8] - Rising populism in Japan is reflected in increasing support for new political parties advocating for changes in profit distribution models [8]