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The “Takaichi Trade” Unleashed a Market Tsunami Today

A Historic Rally Reshapes the Tokyo Market

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Bill Cara
Oct 06, 2025
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Executive Summary

October 6, 2025, marks a historic day for Japanese equities, with the Nikkei 225 surging 4.75% to a new all-time high. This explosive rally was directly catalyzed by the election of Sanae Takaichi as the leader of the ruling LDP, positioning her to become Japan’s next Prime Minister. Her staunch advocacy for fiscal expansion and loose m…

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