Japan PM Takaichi must face bond investors before winning over voters | Metals Mine

  • Japan PM Takaichi must face bond investors before winning over voters

    From channelnewsasia.com

    Japanese Prime Minister Sanae Takaichi faces a crucial markets test in the final run-up to a snap election this weekend where she is hoping a decisive victory will give her a mandate for expansionary fiscal policy. The finance ministry will auction some 700 billion yen ($4.5 billion) of 30-year government bonds on Thursday, three days before polls open. It's a tenor that has been hyper-sensitive to worries about a loosening of fiscal restraint, suffering a rout last month as investors balked at Takaichi's pledge to suspend the consumption tax on food. Auctions have been a particular flashpoint for investors ... (full story)

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Manitou1125
Feb 2, 2026 11:58am
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Quoting Ferna
{quote} Went into Japan funds about a year ago, is good someone else sees the japanese opportunity. Hope no digital currencies or weird stuff happen in Japan. Only good business. Japanese tourism sky-rocketed last year Hope many more friendly tourist comes and stream from Japan. Maybe little gift to tourists at airport before departure and karaoke-bar in 1st class.
Thanks, Ferna.Agree, Japan is a giant starting its engine. If Takaichi wins, domestic demand will surge—that’s the real play.I like the karaoke idea! We need more fun to attract capital and people. Living in Thailand, I see how "money flow" changes everything.With yields rising, the carry trade unwind is inevitable. JPY is ready to surge. Let’s see how the auction goes!
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Manitou1125
Feb 2, 2026 5:36am
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Market is very noisy about Japan debt. But I think bond investors don't understand basic. Government debt is just a record of money supply to people. Of course PM Takaichi knows this very well. She wants to make economy big. If GDP grows, debt-to-GDP ratio goes down. This is her "Responsible Proactive Fiscal Policy". I live in Thailand now, but I trust my country's currency. JPY will be strong after this noise. Don't worry about bond auction, watch the money flow.
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Trader#5018
Feb 2, 2026 6:47am
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How the money flow and how the jpy become strong …… zZzZzzzz lolzzzz
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