// Global Analysis Archive
Indonesia’s 2026 budget retains conservative macro assumptions but shifts strategy toward stronger central control of spending and a major expansion of Prabowo’s flagship nutrition program. The plan’s feasibility hinges on a sharp rebound in revenue collection and the government’s ability to scale program delivery after prior-year under-absorption.
Japan’s Prime Minister Sanae Takaichi secured a projected two-thirds parliamentary majority, strengthening her ability to deliver consumption tax cuts and maintain cabinet continuity. The expanded mandate may accelerate defence and foreign-policy shifts, with Japan-China relations—especially around Taiwan—emerging as a central strategic variable.
Japan’s Feb 2026 snap election delivered a decisive victory for Prime Minister Sanae Takaichi, positioning her coalition for a supermajority and faster legislative execution. The key strategic fault lines are fiscal credibility around proposed tax cuts and heightened regional friction as Tokyo advances a stronger defence posture aimed at countering China.
Prime Minister Sanae Takaichi is using snap elections to secure a stronger lower-house mandate, pairing tougher immigration screening with promises of economic revitalisation and social security funding. The source highlights investor sensitivity to expansionary fiscal measures and notes that China is closely watching Tokyo’s security signalling, particularly regarding Taiwan.
India’s Budget 2026 prioritises scaling manufacturing across seven sectors, reviving 200 industrial clusters, and sustaining high infrastructure spending while adopting debt-to-GDP as the fiscal anchor. The package also targets financial-sector rule reviews and capital-market deepening, alongside measures to cool equity-derivatives activity amid global trade and tariff volatility.
Source reporting through late 2025 and early 2026 indicates China’s property downturn continues to weigh on household confidence, consumption, and local fiscal conditions. Policymakers are expanding targeted support (notably VAT relief on resales and local easing) while managing developer restructurings and monitoring spillovers to banks and the real economy.
The source argues that Pheu Thai’s proposed election-linked sweepstakes aims to pull informal workers into the tax system and expand VAT revenues, but lacks clear financing and implementation detail. It also warns that parallel wage and cash-stimulus pledges could raise fiscal pressure and unintentionally reinforce informality without deeper structural reforms.
Indonesia’s 2026 budget retains conservative macro assumptions but shifts strategy toward stronger central control of spending and a major expansion of Prabowo’s flagship nutrition program. The plan’s feasibility hinges on a sharp rebound in revenue collection and the government’s ability to scale program delivery after prior-year under-absorption.
Japan’s Prime Minister Sanae Takaichi secured a projected two-thirds parliamentary majority, strengthening her ability to deliver consumption tax cuts and maintain cabinet continuity. The expanded mandate may accelerate defence and foreign-policy shifts, with Japan-China relations—especially around Taiwan—emerging as a central strategic variable.
Japan’s Feb 2026 snap election delivered a decisive victory for Prime Minister Sanae Takaichi, positioning her coalition for a supermajority and faster legislative execution. The key strategic fault lines are fiscal credibility around proposed tax cuts and heightened regional friction as Tokyo advances a stronger defence posture aimed at countering China.
Prime Minister Sanae Takaichi is using snap elections to secure a stronger lower-house mandate, pairing tougher immigration screening with promises of economic revitalisation and social security funding. The source highlights investor sensitivity to expansionary fiscal measures and notes that China is closely watching Tokyo’s security signalling, particularly regarding Taiwan.
India’s Budget 2026 prioritises scaling manufacturing across seven sectors, reviving 200 industrial clusters, and sustaining high infrastructure spending while adopting debt-to-GDP as the fiscal anchor. The package also targets financial-sector rule reviews and capital-market deepening, alongside measures to cool equity-derivatives activity amid global trade and tariff volatility.
Source reporting through late 2025 and early 2026 indicates China’s property downturn continues to weigh on household confidence, consumption, and local fiscal conditions. Policymakers are expanding targeted support (notably VAT relief on resales and local easing) while managing developer restructurings and monitoring spillovers to banks and the real economy.
The source argues that Pheu Thai’s proposed election-linked sweepstakes aims to pull informal workers into the tax system and expand VAT revenues, but lacks clear financing and implementation detail. It also warns that parallel wage and cash-stimulus pledges could raise fiscal pressure and unintentionally reinforce informality without deeper structural reforms.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-1318 | Indonesia’s 2026 Budget Signals a Centralized, Welfare-First Fiscal Pivot | Indonesia | 2026-02-18 | 0 | ACCESS » |
| RPT-897 | Takaichi’s Supermajority Reshapes Japan’s Tax and Security Trajectory | Japan | 2026-02-09 | 0 | ACCESS » |
| RPT-862 | Japan’s Snap Election Delivers Takaichi Supermajority, Accelerating Tax and Defence Agenda | Japan | 2026-02-08 | 0 | ACCESS » |
| RPT-821 | Japan’s Takaichi Seeks Snap-Election Mandate: Tighter Immigration, Bigger Fiscal Bets, Higher Regional Stakes | Japan | 2026-02-07 | 0 | ACCESS » |
| RPT-485 | India’s Budget 2026 Doubles Down on Manufacturing, Debt Discipline and AI-Linked Reforms | India | 2026-02-01 | 0 | ACCESS » |
| RPT-148 | China Property Downturn: Policy Pivot to Stabilisation Amid Fiscal and Confidence Pressures | China Property | 2026-01-24 | 1 | ACCESS » |
| RPT-687 | Thailand’s Informal Economy Becomes an Election Battleground for Pheu Thai | Thailand | 2024-08-03 | 0 | ACCESS » |