Japan’s Prime Minister Takaichi captured a historic supermajority for her Liberal Democratic Party in yesterday’s election, meaning the LDP holds two-thirds or more seats in the Lower House, and giving her the scope to pursue her fiscal agenda. The Nikkei 225 rallied 5.5% today, crossing the 57,000 threshold for the first time. Other Asian markets rallied this morning following the recovery in the US indices on Friday. Nevertheless, last week marked a rotation out of Big Tech and into smaller companies and dividend growth stocks. Gold is back up above USD 5,000 after whipsawing last week. Louis Chua, Equity Research Asia, joins the podcast today to talk about the likely impact of the Takaichi victory on Japan’s financial markets, and Mensur Pocinci, Head of Technical Analysis, provides his analysis of the moves in the IT sector and what the charts suggest might lie ahead.

• (00:00) - Introduction: Helen Freer, Product & Investment Content