Japanese Stocks Likely to Benefit if Snap Election Backs Takaichi Agenda -- Market Talk

Dow Jones01-12

0932 GMT - Japanese companies that benefit from Prime Minister Sanae Takaichi's policies could gain from a possible snap election, says Julius Baer's Louis Chua in a note, as a potential dissolution of parliament's lower house could trigger elections in February. The analyst notes that approval ratings for Takaichi's cabinet neared 70% in late 2025, based on opinion polls. Any gains the LDP makes in an election could drive market optimism for stocks positively influenced by Takaichi's economic policies, Chua adds. He expects broad-based and robust earnings growth, along with corporate reform to underpin Japanese equity performance. Julius Baer's target for the Nikkei Stock Average is 56000. The index ended 1.6% higher at 51939.89. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

January 12, 2026 04:32 ET (09:32 GMT)

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Any gains the LDP makes in an election could drive market optimism for stocks positively influenced by Takaichi's economic policies, Chua adds. He expects broad-based and robust earnings growth, along with corporate reform to underpin Japanese equity performance. <a href=\"https://laohu8.com/S/JBAXY\">Julius Baer</a>'s target for the Nikkei Stock Average is 56000. The index ended 1.6% higher at 51939.89. 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The analyst notes that approval ratings for Takaichi's cabinet neared 70% in late 2025, based on opinion polls. Any gains the LDP makes in an election could drive market optimism for stocks positively influenced by Takaichi's economic policies, Chua adds. He expects broad-based and robust earnings growth, along with corporate reform to underpin Japanese equity performance. <a href=\"https://laohu8.com/S/JBAXY\">Julius Baer</a>'s target for the Nikkei Stock Average is 56000. The index ended 1.6% higher at 51939.89. 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