Asia Cross Asset Podcast: Japan - The New LDP Leader: Implications for policy and markets

Featured in this podcast are Sajjid Chinoy, Ayako Fujita, Junya Tanase, Takafumi Yamawaki, Rie Nishihara and Tim West. This episode was recorded on October 10, 2025. The surprise election of Sanae Takaichi as head of the Liberal Democratic Party (LDP) in Japan has brought Abenomics back in the air. But the macro environment in Japan is currently very different with inflation uncomfortably elevated and sticky. To make sense of what Takaichi would mean for economic policy and markets, Sajjid Z. Chinoy (Head of Asia Economics) and Tim West (Executive Director, Japan Sales) are joined in this week’s podcast by: Ayako Fujita – Chief Japan Economist Junya Tanase – Chief Japan FX Strategist Takafumi Yamawaki – Head of Japan Fixed Income Research Rie Nishihara – Head of Japan Equity Strategy This podcast was recorded on Oct 10, 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.