選挙後のSETのパフォーマンス - 注目セクター

I'm keeping a close eye on tourism. If the new government can push through policies that genuinely boost visitor numbers, related sectors like hospitality and airlines could see a significant rebound, regardless of broader economic sentiment.

Honestly, I think it's still too early to commit heavily to any sector. The policy clarity is the key, as you mentioned. Waiting for concrete announcements on infrastructure or any major stimulus packages before making big moves.

Banking and energy are indeed safe bets for proxies, but I'm looking at healthcare. An aging population and increased public spending on health are trends that usually persist regardless of political shifts. Might be a slower play but less volatile.