Sanaenomics and a new era for Japan’s economy
Update: 2025-11-25
Description
Japan is undergoing a profound economic transformation under its first female Prime Minister, Sanae Takaichi, whose growth-focused "Sanaenomics" policy drives investment in critical areas such as infrastructure, tech and energy. After decades of deflation, inflation has reached 2.9%, supported by a robust 5% wage growth, boosting consumption and corporate earnings.
In this episode, Ayako Lehmann speaks with Louis Chua, Asia equity research analyst at Julius Baer, about the investment landscape for Japan, against a backdrop of structural corporate reforms, strengthening earnings, and rising shareholder returns, and explores the opportunities and risks to watch ahead.
- (01:25 ) - What can we expect from Sanae Takaichi’s agenda?
- (02:25 ) - Japan’s shifting economic landscape
- (03:40 ) - Green shoots in Japan corporate reform
- (05:21 ) - Growing influence of activist investors
- (06:50 ) - Takeaways from Q3 earnings
- (08:39 ) - Diverging paths between small and large caps
- (10:17 ) - How does the weakening Yen impact Japanese businesses?
- (11:31 ) - Risks to watch
- (13:33 ) - Rising Japanese bond yields – a cause for concern?
- (15:07 ) - Are Japanese bonds finally attractive for international investors?
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