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Research Library

// Global Analysis Archive

DISPLAYING 1-6 OF 6 RECORDS — TAGGED "Fiscal Policy"
PAGE 1 / 1
Indonesia Feb 18, 2026

Indonesia’s 2026 Budget Signals a Centralized, Welfare-First Fiscal Pivot

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 Feb 09, 2026

Takaichi’s Supermajority Reshapes Japan’s Tax and Security Trajectory

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 Feb 08, 2026

Japan’s Snap Election Delivers Takaichi Supermajority, Accelerating Tax and Defence Agenda

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.

Japan Feb 07, 2026

Japan’s Takaichi Seeks Snap-Election Mandate: Tighter Immigration, Bigger Fiscal Bets, Higher Regional Stakes

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 Feb 01, 2026

India’s Budget 2026 Doubles Down on Manufacturing, Debt Discipline and AI-Linked Reforms

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.

Thailand Aug 03, 2024

Thailand’s Informal Economy Becomes an Election Battleground for Pheu Thai

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

Indonesia’s 2026 Budget Signals a Centralized, Welfare-First Fiscal Pivot

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.

Feb 18, 2026 0 views
ACCESS »
Japan

Takaichi’s Supermajority Reshapes Japan’s Tax and Security Trajectory

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.

Feb 09, 2026 0 views
ACCESS »
Japan

Japan’s Snap Election Delivers Takaichi Supermajority, Accelerating Tax and Defence Agenda

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.

Feb 08, 2026 0 views
ACCESS »
Japan

Japan’s Takaichi Seeks Snap-Election Mandate: Tighter Immigration, Bigger Fiscal Bets, Higher Regional Stakes

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.

Feb 07, 2026 0 views
ACCESS »
India

India’s Budget 2026 Doubles Down on Manufacturing, Debt Discipline and AI-Linked Reforms

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.

Feb 01, 2026 0 views
ACCESS »
Thailand

Thailand’s Informal Economy Becomes an Election Battleground for Pheu Thai

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.

Aug 03, 2024 0 views
ACCESS »
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-687 Thailand’s Informal Economy Becomes an Election Battleground for Pheu Thai Thailand 2024-08-03 0 ACCESS »
Page 1 of 1 • 6 total reports