The Japanese election and the islands dispute – The
World / FT
The
conservative Liberal Democratic Party (LDP) of Shinzo Abe has won the Japanese
election, exit polls predict.
Japan's hawkish ex-premier Shinzo Abe
will get a second chance to run the country after his conservative Liberal
Democratic Party (LDP) surged to power in Sunday's election, but must swiftly move to bolster
the sagging economy while managing strained ties with China.
The leader
of Japan's Liberal Democratic Party (LDP) has vowed to take a tough stance
in territorial disputes with China.
Abe Landslide — Black Swan 2013? – Global
Macro Monitor
Abenomics Is Back: Shinzo Abe Returns As
Japanese PM – ZH
Profile: Shinzo Abe – BBC
Initial Thoughts on Japan's Election – Marc
to Market
Currency
traders and equity investors are not resisting the likely thrust of
policy. The debt market seems to
be. Even the CDS pricing shows no
heightened concern. The first instinct
for many may be to sell the yen on the news and ahead of the BOJ meeting. The BOJ is expected to extend its asset
purchase program (QE). However, given
the magnitude of the recent move and positioning, we cautious about chasing the
market before a correction.
Japanese Yen Celebrates The Arrival Of
Abenomics 2.0, Opens At 20 Month Low – ZH
The Massive Move in Won/Yen Cross – Global Macro Monitor
Japan: landslide LDP victory paves the way for Abenomics – Danske Bank (pdf)
The Massive Move in Won/Yen Cross – Global Macro Monitor
Japan: landslide LDP victory paves the way for Abenomics – Danske Bank (pdf)