Sanae Takaichi’s strong poll position masks a brittle mandate

The upper house compounds the problem. Because half the chamber is renewed every three years, the seats contested in July 2028 are those won in 2022 – the LDP’s strong cohort, when it took 63 of 125. The weak 2025 cohort, in which the party won only 39, is not up again until 2031. The LDP defends a high-water mark with no chance to recover the ground lost under Ishiba.

A single-party upper house majority is arithmetically out of reach: it would require roughly 86 contested seats, against a postwar single-election maximum of 72 in 1986. But a single-party majority has not been the operative question. What matters is whether the LDP–Ishin coalition holds a working majority in the upper house and keeps the two-thirds majority in the lower house – and that makes Takaichi more dependent on her coalition partner through 2027, not less.

For security policy, dependence on Ishin is arguably an improvement on what preceded it. Komeito functioned for two decades as a brake on defence and constitutional questions; Ishin does not. Ishin’s executives recently visited Australia (Opens in new window) to research intelligence and defence-industry ties. The limit is Ishin’s own weight: it added little in February and mobilises poorly outside Kansai, so the coalition’s upper house arithmetic in 2028 rests mostly on the LDP.

Abe’s longevity was underwritten by Abenomics – monetary easing, fiscal stimulus and structural reform aimed at ending deflation. This is another formula Takaichi cannot simply reuse (Opens in new window). As of August 2026, Japan recorded 1.9% (Opens in new window) consumer price inflation, meaning Japan is no longer in deflation.

Japan’s 1.7% real wage growth, positive for seven consecutive months, supported by three consecutive quarters of economic growth, most recently 0.3% in April–June are not bad compared to Europe’s 0.4%, the United States’ 0.4% and Australia’s 0.3% in the same period.

The difficulty is the trend beneath it. Japan’s potential growth rate (Opens in new window) remains around 0.4 per cent, against roughly 2.3% in the United States, and 1.3% in the United Kingdom. Takaichi’s growth strategy (Opens in new window) rightly identifies AI adoption, R&D, startups and frontier sectors – and the first postwar reduction in the consumption tax may stimulate demand. But supply-side reforms (Opens in new window) – ending tax relief for inefficient firms, deregulation, subsidising automation in labour-short sectors –which can improve the long-term economic potential, costs jobs on rural and small-business constituencies the LDP-Ishin coalition relies on.

Takaichi inherits the two conditions that carried Abe (Opens in new window): a threat environment that makes her security agenda legible, and an opposition too divided to present an alternative. In February, however, LDP got over 80% of seats (Opens in new window) in single-member constituencies with only 50% of the vote. Takaichi’s longevity will depend on making her economic agenda equally visible, and on tangible results well to enable her to call snap election before the LDP presidential election in the autumn of 2027.