岸田曾称她“塔利班”！如今高市早苗掌权，日本股市直接一飞冲天

Core Viewpoint - The Tokyo stock market experienced a historic moment as the Nikkei index surpassed 47,000 points, marking an unprecedented high, driven by the election of new Liberal Democratic Party leader, Sanae Takaichi, who is seen as a successor to Shinzo Abe's economic policies [1][3][9]. Group 1: Market Reaction - The Nikkei index surged nearly 3% from the previous Friday, becoming a hot topic of discussion among both financial circles and the general public [1]. - Investors anticipated Takaichi's election would lead to a revival of aggressive economic stimulus policies reminiscent of the Abe era, prompting a sell-off of long-term Japanese government bonds [3][9]. - The Tokyo Stock Exchange saw widespread gains, with the broader TOPIX index also rising, reflecting a vibrant market atmosphere [3]. Group 2: Political Context - Takaichi's election as party leader was her third attempt, following a tumultuous period for the LDP after Abe's death, which saw frequent leadership changes [3][5]. - The LDP's declining support due to scandals created an opportunity for Takaichi, who shifted her public image to appear more moderate and relatable [5][6]. - Takaichi's economic policies have evolved, moving away from her previously radical proposals to focus on enhancing Japan's international competitiveness through investments in AI, cybersecurity, and energy independence [6][9]. Group 3: Economic Policies - Takaichi introduced more populist measures, such as a refundable tax credit plan and raising the income tax threshold for low-income groups, addressing the public's concerns about financial well-being [6][7]. - Her stance on sensitive issues, like visiting the Yasukuni Shrine, has softened, indicating a strategic move to unify support and broaden her appeal [7]. - Takaichi's campaign emphasized continuity with Abe's legacy, using slogans like "Japan is back" and publishing a book detailing her connection to Abe's policies [7][9]. Group 4: Broader Economic Implications - The stock market's response included a drop in two-year government bond yields, suggesting reduced expectations for interest rate hikes by the Bank of Japan [9]. - The yen depreciated against the dollar, falling below the 149 mark, indicating market sentiment towards prolonged ultra-loose monetary policy under Takaichi's leadership [9]. - While the stock market surge has rekindled hope among the public, concerns remain about the actual impact of Takaichi's policies on long-term economic stability and growth [11][13].