Takaichi Trade: Will Japan's Banks Benefit?
Update: 2025-10-09
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Japanese stocks soared to record highs on the Takaichi trade, but big banks initially stumbled amid fears the potential new leader's policies could hurt profits. Despite this, analysts suggest Takaichi's expansion plans, focused on infrastructure and regional investment, could ultimately benefit banks needing financing. While uncertainty lingers over interest rate hikes, pressure from a weak yen and the Bank of Japan's independence might still boost banks, especially if Takaichi's spending plans gain traction.
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