Takaichi’s Victory: Japan Embraces Stability At Home, Proactiveness Abroad – Analysis

By Pratnashree Basu

Prime Minister Sanae Takaichi’s landslide victory with a two-thirds majority in the 08 February snap general election marks a decisive moment in Japan’s contemporary politics. Her Liberal Democratic Party (LDP), which held 198 seats prior to the election, has emerged victorious with 316 seats, securing a larger share of representation in the 465-seat Lower House than any party has achieved in postwar Japan. Along with her coalition partner, the Japan Innovation Party (Ishin), Takaichi now has control over 352 seats, enabling her to potentially override the upper chamber, where she does not have a majority.

This win gives Takaichi the latitude to pursue her economic and security agenda with limited legislative obstruction. With her Liberal Democratic Party significantly expanding its seat share, the electorate has endorsed a platform that blends economic reassurance with a renewed sense of strategic purpose. The result ushers in an age where bold administration is both anticipated and politically sanctioned—a rare combination in Japan's electoral politics and an indication of the electorate's yearning for clarity and direction.

Most importantly, with a firm majority secured, Tokyo is unlikely to see another lower-house election until the next scheduled cycle in 2028, resulting in the longest uninterrupted stretch of legislative continuity in nearly a decade. Japanese stocks jumped to all-time highs on February 9. With the idea that strategic investments and tax reforms under a stable government will sustainably support equities performance, markets have read the unequivocal mandate as favourable for the medium-term.

Decoding the Mandate

Prime Minister Sanae Takaichi’s decision to dissolve the lower house of the Diet and call a snap general election, just months after ascending to the premiership in October 2025, was a calculated effort to secure a direct popular mandate. Nonetheless, this election was contested not simply over seats in the Diet, but over the direction of Japan’s economic compass, its socio-political compact, and the degree to which Tokyo asserts itself internationally. Takaichi herself framed the election as a referendum on her leadership, declaring that she would put her own position on the line while asking voters to judge her capacity to deliver on a range of measures she argued were imperative to confront persistent cost-of-living pressures, slow growth, and strategic vulnerabilities.

Central to this pitch is her promise to suspend the 8 percent sales tax on food for two years, a measure intended to provide immediate relief to households hard-pressed by rising prices and stagnant real wages, and to inject momentum into consumer spending. Takaichi has also sought to reframe Japan’s place in regional geopolitics as a cornerstone of her leadership. Her government has signalled plans to prepone the elevation of defence spending towards 2 percent of GDP by March 2026, against the backdrop of intensified concerns over China’s cross-strait ambitions and strategic unpredictability in East Asia. By laying out these priorities for the electorate, Takaichi aimed to establish domestic legitimacy for policy choices that extend beyond technocratic budgeting and speak to Japan’s broader identity as a proactive security actor. Simultaneously, her rhetoric on immigration and social cohesion centred on building a strong, prosperous, and safer Japan, a bet that helped consolidate support across demographics and regions.

Opposition efforts to regroup into a Centrist Reform Alliance—combining the Constitutional Democratic Party and the LDP’s former coalition partner Komeito—reflected an attempt to unify centrist and centre-left constituencies against what they portrayed as a one-dimensional conservative agenda. However, early polling suggested that the alliance had yet to cohere into a compelling alternative. Voter turnout, particularly as citizens contended with severe winter weather and the ongoing impact of inflation, ultimately became a critical factor in shaping the outcome.

The result vindicates Takaichi’s pre-election prospects, which had appeared remarkably favourable and projected to secure a comfortable majority. Her high personal approval ratings—bolstered by a narrative of resolute leadership amid rising costs and strategic uncertainty—contributed significantly to this momentum. Added to this, her straightforward communication style and reputation as a hard-working politician helped cultivate a strong support base, particularly among younger voters. She has also unexpectedly emerged as a cultural phenomenon among the youth, inspiring what is being dubbed “sanakatsu”—loosely translated as “Sanae-mania”. Everyday items associated with her, including her handbag and the pink pen she uses to take notes in parliament, have reportedly seen a surge in popularity. This signals a convergence of political appeal and personal branding—rare in contemporary Japanese politics—helping broaden the LDP’s reach beyond its traditional base.

Implications for the Indo-Pacific

The ramifications of a Takaichi-led government extend well beyond Tokyo. Her hawkish stance on China, emphasis on stronger deterrence in the context of Taiwan contingencies, and enthusiasm for deeper strategic alignment with the United States could recalibrate regional dynamics. Notably, she has attracted overt support from US political figures, including President Donald Trump, underscoring a foreign policy profile that is firmly pro-US while sceptical of Beijing’s ambitions.

During her term, Tokyo is therefore likely to pursue a more proactive regional role while seeking to balance deterrence with efforts to prevent escalation. This is particularly crucial in an Indo-Pacific context where security competition and economic interdependence coexist uneasily.

• About the author: Pratnashree Basu is an Associate Fellow at the Observer Research Foundation.
• Source: This article was published by the Observer Research Foundation.