Core Viewpoint - The election of Kishi Sanae has revealed potential weaknesses, with significant market reactions indicating both optimism and concern regarding her economic policies and political challenges [1][3]. Economic Policy - Kishi's economic stance continues the "Abenomics" approach, advocating for monetary easing and increased fiscal spending, but Japan is currently facing around 3% inflation, which poses a risk of further inflation if such policies continue [3][10]. - The Japanese stock market surged 5% to a historical high of 47,000 points following her election, while the yen depreciated sharply, falling below 150 against the dollar, and long-term bond yields reached their highest since 2008, indicating a split sentiment in the markets [1][3]. Political Landscape - Kishi faces political challenges as the ruling Liberal Democratic Party has lost its absolute majority in both houses, making it difficult to push through policies without cooperation from opposition parties [3][10]. - Her strong nationalist stance complicates potential collaborations with centrist parties, as her right-wing positions are largely unacceptable to them [3][5]. Foreign Relations - Kishi's foreign policy is marked by a strong nationalist image, particularly regarding China and Taiwan, which has led to domestic controversy and could strain international relations [5][10]. - Trump's congratulatory message mistakenly referred to Kishi as Japan's first female Prime Minister, highlighting a misunderstanding of Japanese political structure and potentially complicating U.S.-Japan relations [7][9]. - China has proactively responded to Kishi's election with three clear demands regarding historical issues and Taiwan, setting a cautious tone for future Sino-Japanese relations [9][10]. Broader Implications - Kishi's victory does not signify a new beginning but rather the continuation of existing challenges, including economic pressures, political divisions, and diplomatic complexities [10].
刚赢得选举,高市致命弱点曝光,特朗普犯下错误,中方先发制人
Sou Hu Cai Jing·2025-10-08 07:08