Ryota Sakagami
Japan equity strategist at Citi, providing analysis on stock-market implications, sector themes, and risks related to fiscal policy and the new administration's growth agenda.
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Feb 20, 2026 • 14min
Episode 66: Japan General Election and Macro Implications
Tomohisa Fujiki, a Japan G10 rates strategist focused on JGB dynamics and monetary policy. Ryota Sakagami, a Japan equity strategist covering sector themes and market implications. They discuss political stabilization after the election and yen intervention limits. They explore medium‑term upside for the Nikkei, fiscal risks from spending and tax cuts, growth-sector winners like AI, semiconductors, defense, and capex beneficiaries.
