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| HSI1 | 26,984.72 | +424.77 | 152.41B |
| HSCEI1 | 9,156.95 | +125.57 | 51.43B |
| Back Zoom + Zoom - Block Traded | |
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2026-02-09 11:20:56 In Japan's House of Representatives snap election, the ruling Liberal Democratic Party (LDP) achieved a landslide victory, securing 316 out of 465 seats. Morgan Stanley published a research report indicating that this election result may benefit the TOPIX. In the short term, the broker saw scope for outperformance by large- cap, highly liquid, high-beta stocks and defense-related names. Morgan Stanley stated that if the expansionary fiscal policy inclination is maintained during the budget deliberation period and the US-Japan defense strategy coordination is emphasized, the effectiveness of the "Takaichi Trade" strategy is forecast to temporarily continue. In the team's view, the market should assess the actual effectiveness of Japan's version of the "Department of Government Efficiency" (DOGE), and at this stage, it is still premature to view the consumption tax reduction debate as a tailwind for domestic demand-related stocks. ~ AASTOCKS Financial News Website: www.aastocks.com | |