Thoughts on Ishiba

The victory of Shigeru Ishiba in the 2024 Liberal Democratic Party (LDP) presidential election has generally been viewed with caution in the investment community. Having analyzed the manner of Ishiba’s victory and the statements made in the weeks before the election, Dalton takes a more cautiously positive view, with our base-case being a continuation of the economic and market policies of Prime Minister Fumio Kishida. Read Dalton’s thoughts on the Ishiba victory here.