Takaichi’s coalition (Japan) poised to secure huge majority

Comments

• yogibearbull

  February 8 edited February 8

  "Takaichi’s Liberal Democratic Party and its coalition partner, the Japan Innovation Party, were on track to win at least 310 seats in the 465-seat lower house in Japan’s parliament, according to initial results and projections by public broadcaster NHK. That would hand Takaichi’s government a two-thirds majority in the lower house, giving it overwhelming control of that chamber and the ability to overrule the smaller upper house to push through its agenda.
  
  Under Takaichi, the LDP alone was projected to win a majority of seats (271*), according to NHK, a turnaround in the party’s fortunes after more than a decade of coalitions."
  https://www.wsj.com/world/asia/japans-takaichi-scores-major-election-victory-62f094a2?mod=hp_lead_pos1
  *https://www.latimes.com/world-nation/story/2026-02-08/japanese-prime-ministers-party-scores-big-election-win
• Observant1

  February 8

  My two international equity funds had 14.0% and 17.6% allocated to Japanese stocks as of 12/31/2025.
  The short-to-mid-term impact on foreign investors will be interesting to watch.
• Crash

  February 8

  moved to its new home in this thread....
  ...And a sweeping landslide in favor of Takaichi's Party is the result! The lower house in the Diet will be able to overrule any obstacle the Upper House throws at them. The P.M. is a monetary dove, wants to remove for 2 years the tax on food, stimulate the economy, otherwise. Sounds inflationary, and the national debt is already astronomical. The U.S. is quickly catching up, however.
  https://www.japantimes.co.jp/news/2026/02/09/japan/politics/japan-2026-lower-house-election/
  
• Sven

  February 8

  Japan weighing in Vanguard developed market ETF, VEA, for example is 20%. Other active managed int’l funds may be different on their country weighing since they may have some emerging market exposure. In my humble opinion, Japan investing has became more shareholder friendly, i.e. focus on their earnings, and it is a lower risk than that of China.
  https://morningstar.com/etfs/arcx/vea/portfolio
  
  BTW, Warren Buffet invests in the five Japan stock trading houses.
  https://morningstar.com/stocks/why-buffetts-japanese-trading-house-picks-have-room-rise-20-or-more
• Crash

  February 8

  The Japan Times:
  "...Results early Monday showed that the LDP, which had 198 seats before the election, had won 316 seats, giving it a higher proportion of representatives in the Lower House than any other party in postwar Japan.
  
  Together with its coalition partner, the Japan Innovation Party (JIP), the bloc had won 352 seats, significantly expanding its majority of 233.
  
  This will essentially allow the LDP-led coalition to override challenges that emerge as a result of its lack of a majority in the Upper House. In the event key bills and budgets are voted down in the Upper House, they can be overridden in the Lower House with a two-thirds majority..."
• Crash

  February 8

  ...Wishing right now that I had more than 4.13% of portfolio invested in Japan. EWJV.
• Sven

  2:15AM

  @crash, be patient and buy on the dip to your target allocation %. There is ample opportunities to make changes as the political climate evolves.