Japan: Ishiba – Una Muerte Bien Prevista

QS Team ·07 Sep 2025

Japan: Ishiba – Una Muerte Bien Prevista.

Investment Conclusion. 
The fall of Japan’s Prime Minister Ishiba and the election of his successor are unlikely to excite markets. This is because: 

  1. The focus of the new leadership will have to be establishing unity and good governance within the LDP and making it vaguely attractive to voters. 
  2. The process of electing a new LDP leader is distinctly non – revolutionary. It is less about what the candidate stands for and even less about the major issues facing Japan, than about garnering the support of factions and king (queen?)-makers within the LDP. 
We hold the Yen as haven asset versus the US$. The reason for this is the conviction that the US$ is in secular decline. There is nothing in these events to change this. 
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