The Nikkei 225 recently reached an all-time high of 43,876, driven by better-than-expected first-quarter earnings, ongoing corporate reforms, and a weaker yen. On September 7, Prime Minister Shigeru Ishiba announced his resignation, triggering a leadership race within the Liberal Democratic Party (LDP). While political uncertainty may weigh on sentiment in the near term, structural tailwinds continue to support Japan’s long-term investment outlook.This episode is presented by Louis Chua, equities research analyst at Julius Baer.

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