Here are Takaichi's policy priorities, and related stocks

In a groundbreaking triumph that's electrifying boardrooms from Tokyo to New York, Sanae Takaichi—a staunch conservative and vocal China hawk—has stormed to victory as the new leader of Japan's Liberal Democratic Party. With the Nikkei 225 rocketing to a record high above 47,000 in jubilant response to her pro-business, fiscal-dovish policies, the markets are buzzing: Will her aggressive economic playbook supercharge exporters amid a plunging yen, or ignite inflationary headwinds that test Japan's delicate recovery?

Here's a quick look at Takaichi's policy priorities from a primary source, followed by a list of some related stocks.

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Fiscal Stance:

Pursue fiscal spending to enhance safety, security, employment, income, consumer sentiment, and to build a strong economy, benefiting future taxpayers.

• Food Security:

  • Urgently maximize use of fields and paddies.

  • Industrialize agriculture, forestry, fisheries, and food sectors as growth areas.

  • Support initial investments in plant factories and land-based aquaculture with advanced Japanese technology.

    
    

• Energy and Resource Security:

  • Ensure stable, affordable extra-high and high-voltage electricity to protect industries.

  • Support early adoption of next-generation innovative reactors, fusion reactors, and energy-saving technologies (e.g., refrigerant application, photoelectric fusion).

  • Invest in domestic resource development to mitigate geopolitical risks.

    
    

• National Resilience:

  • Formulate successor plans with climate risk management using disaster prevention science.

  • Develop guidelines for rapid societal recovery to prevent secondary disasters.

    
    

• Cybersecurity:

  • Enact legislation for active cyber defense and recovery guidelines.

  • Accelerate technology and workforce development to counter advanced cyber attacks.

  • Promote legislation and technology to combat disinformation (detection, analysis, evaluation).

    
    

• Health and Medical Security:

  • Establish domestic systems for vaccine/pharmaceutical raw materials, production, and expertise.

  • Advance R&D in regenerative/cell medicine, gene therapy, innovative cancer treatment, and dementia treatment.

  • Implement universal national dental checkups and promote preventive medicine, pre-symptomatic care, and rehabilitation.

    
    

• Growth Investments and Human Resources:

  • Foster business development using Japan’s globally competitive technologies.

  • Strengthen human resources, R&D, and startup support.

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Here are some of the Japanese stocks relevant to Takaichi's key agendas:

Quantum Computers

Fixstars (3687)

NF HD (6864)

Fujitsu (6702)

NTT (9432)

Hitachi, Ltd. (6501)

Economic Security / Natural Resource

Toyo Engineering (6330)

Fusion and Energy

Mitsubishi Heavy Industries (7011)

Hamamatsu Photonics (6965)

Sukegawa Electric Industrial (7711)

Toyo Tanso (5310)

Sumitomo Electric Industries (5802)

Crisis Management and Disaster Measures

Taisei Corporation (1801)

Kajima Corporation (1812)

Fudo Tetra Corporation (1813)

Cybersecurity

Trend Micro (4704)

FFRI Security (3692)