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Japanese Assets Under Pressure Amid Uncertainty About Election, BoJ Normalization

Source: SeekingAlpha

2025-07-18 03:00:00 ET

By Min Joo Kang | Michiel Tukker | Chris Turner

Polls suggest LDP and Komeito will struggle to retain majority

There are two main reasons for the recent surge in Japanese government bond yields: the domestic political uncertainty and the Bank of Japan's policy normalisation process. On the former, there are concerns that the current ruling coalition may not secure a majority in the upcoming election. This outcomecould increase uncertainty regarding the domestic political environment, which may affect the country's tariff negotiations with the US and its fiscal policy....

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Japanese Assets Under Pressure Amid Uncertainty About Election, BoJ Normalization
WisdomTree Japan SmallCap Fund

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