Focus on the stock of the "Democratic Party of the People", which holds the key to the political situation! The likelihood of implementing key policies such as tax cuts for semiconductors, AI investments, and reduced tax rates for cryptocurrencies is increasing.

In the lower house election held on the 27th, the ruling coalition of the LDP and Komeito fell below the majority, making the political situation unclear. The progressive Constitutional Democratic Party has also fallen below the LDP's seats, and preparations for the nomination of the Prime Minister at the special Diet session to be convened by November 26 are beginning around the LDP and CDP.
The key player seems to be the National Democratic Party, which has quadrupled its seats from 7 to 28.The National Democratic Party has a history of supporting the ruling party in the fiscal year 2022 budget and the fiscal year 2023 supplementary budget. With the National Democratic Party's 28 seats added to the LDP and Komeito's 215 seats in the House of Representatives, a majority of 233 seats can be secured.Prime Minister Shigeru Ishiba stated in a press conference on the afternoon of the 28th that he intends to start discussions with other parties by "incorporating policies."He expressed his view of starting with the discussions including the policies of other parties.
On the other hand, the Constitutional Democratic Party, including many things to be done, with Katsuya Okada, the leader of the party, telling the head of the federation that "there are many things to be done including preparations for the next year's House of Councillors election."He said that the Constitutional Democratic Party will continue to have ongoing discussions with the National Democratic Party.He stated (NHK on the 28th) that Nobutaka Machimura added.
Yukio Edano, the leader of the National Democratic Party, stated in a press conference in the early hours of the 28th."Policy implementation is more important than ministerial posts".and (dated 28th, Jiji Press), he expressed the idea of enhancing the feasibility of realizing his party's policies through "partial alliances" rather than participating in a coalition government.

Therefore, based on the key policies announced by the National Democratic Party for 2024.25 stocks related to 5 achievable gainianbankuai themes were selected.Said.

Investment tax reduction for semiconductors, AI, and rechargeable batteries.
National Democratic Party's The theme of the key policies in 24 is 'increasing take-home pay. Beating inflation.'Reducing income tax and consumption tax, lowering gasoline and electricity prices, and reducing social insurance premiums for the working generation are the main themes of increasing take-home pay for the working generation.
Within this, to achieve sustained wage increases, the 'Reiwa Income Doubling Plan' incorporates expanding 'investments'.Investment tax breaks for growth areas such as semiconductors, rechargeable batteries, AI, and Web 3.0.is being highlighted.

Reduced income tax rates on cryptocurrency assets
Similarly, in the 'Reiwa Income Doubling Plan,' it aims to introduce separate taxation for cryptocurrency assets, reducing the tax rate from a maximum of 55% to 20% as miscellaneous income.If the reduction in income tax is achieved, there is a potential for increased activity in cryptocurrency trading such as bitcoin.

Towards the expansion of childcare-related budgets, a 'mainland education bond' of around 5 trillion yen
Among the key policies is the emphasis on increasing support for the child-rearing generation, with plans to issue a 'mainland education bond' of around 5 trillion yen to double childcare, education, and scientific and technological budgets.It is planned to issue a 'mainland education bond' of around 5 trillion yen to double childcare, education, and scientific and technological budgets.As for the usage, Mainland education becomes compulsory from the age of 3, high school tuition fees are completely waived, and costs such as school lunches and school trip fees are all free of charge.Among other things.Establishment of the 'Tuition Deduction for Cram School Fees' in the income tax systemHey,Advocating for the enactment of the 'Disposable Time Guarantee Law' to balance childcare, nursing care, and workIf the policies are implemented, they are expected to boost the childcare, nursing care, and cram school industries.

Cybersecurity legislation to be enacted within the year
Developing and strengthening the defense industry is a policy similar to the Liberal Democratic Party, but with specific measures.Incorporating the "Enactment of Proactive Cyber Defense within the Year" as a specific measure.If the legislation is realized, cybersecurity-related stocks may attract attention.