“早苗经济学”悖论

Core Viewpoint - The article discusses the rise of Sanna Takashi as Japan's first female Prime Minister and her economic policy termed "Sanna Economics," which aims to revitalize Japan's economy after decades of stagnation. The article highlights the potential implications of her policies on Japan's economic relations with the US and China [2][3]. Economic Policy Overview - Sanna Takashi's "Sanna Economics" is seen as an evolution of Shinzo Abe's "Abenomics," focusing on bold monetary easing, flexible fiscal policies, and significant crisis management investments [6][7]. - The policy aims to address Japan's economic stagnation since 1993, with a goal of restoring Japan's position in the global economy [3][6]. Investment Relations with the US - Japan plans to invest $55 billion (approximately 8.5 trillion yen) in the US by 2027, which is a significant commitment that raises concerns about Japan's domestic investment capabilities [10][12]. - The investment will cover various sectors, including energy, artificial intelligence, and critical mineral production, with major Japanese companies expressing interest in participating [10][12]. Economic Security and Relations with China - Sanna Takashi emphasizes economic security, particularly concerning China, proposing legal measures to restrict foreign investments and protect Japanese technology [7][15]. - Despite a hardline stance, she acknowledges the importance of a constructive relationship with China, suggesting a need for dialogue while addressing security concerns [15][16]. Historical Context and Public Perception - The article notes that public sentiment towards "Sanna Economics" is skeptical, drawing parallels to the previous disappointment with "Abenomics," which failed to deliver substantial economic recovery [8][16]. - The historical context of Japan's economic performance, including GDP fluctuations and stock market trends, is highlighted to illustrate the challenges ahead for Takashi's administration [5][6].