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Japan's Takaichi trade shifts as stocks and bonds both wobble

Original: For much of Sanae Takaichi's first year as prime minister, the prevailing trade in Japan was straightforward: buy stocks

For much of Sanae Takaichi's first year as Japan's prime minister, investors favoured a simple strategy: buy Japanese stocks and sell government bonds. Reporting by the Japan Times indicates that pattern has now broken down, with the once-popular trade losing its appeal and markets reassessing their positioning on Japanese assets.

Why now: Investors and analysts are reacting to a sudden reversal in a market strategy that had defined Japan's financial markets under Takaichi's government.

Sanae TakaichiJapanJapan Times

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Evidence

• For much of Sanae Takaichi's first year as prime minister, the prevailing trade in Japan was straightforward: buy stocks, sell bonds. Not anymore. https://www. japantimes.co.jp/business/2026 /10/15/markets/takaichi-trade-stock-bond-appeal/?utm_medium=Social&utm_source=mastodon… · thejapantimes · 3

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