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摩根士丹利:若高市早苗接替石破茂出任首相 日本股市料上涨-美股-金融界
Jin Rong Jie· 2025-09-08 01:10
Core Viewpoint - If Takashi Asami is selected as the successor to Shigeru Ishiba, the Japanese stock market may benefit due to her likely inclination towards fiscal expansion [1] Group 1: Market Implications - Analysts from Morgan Stanley MUFG Securities suggest that Takashi Asami is perceived to have a strong tendency towards expansionary fiscal policies, which could be favorable for the Japanese stock market [1] - Foreign investors are particularly optimistic that Japan's fiscal and monetary policies will shift towards expansion if she becomes the next Prime Minister [1] Group 2: Economic Context - The core inflation rate in Japan has risen to around 3%, making it unlikely for Takashi Asami to implement "excessively loose monetary policies" this year [1] - Takashi Asami's support for nuclear power is expected to positively impact stocks in the electricity and natural gas sectors [1]