Aurora Japan Report: Tax cut increasingly holds key to Takaichi’s fortunes

Summary

Japan’s lower house has approved a consumption-tax cut, sending the bill into a divided upper house and leaving Prime Minister Takaichi to own both its passage and its consequences. Aurora maps the remaining legislative hurdles, the political cost of governing without opposition support, and the implications for Japan’s fiscal outlook.

The full report is available to Aurora's institutional clients. Request a copy and our team will follow up within one business day.