The Week in Markets: Japan picture optimistic despite near-term political uncertainty

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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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.