“安倍经济学”悲剧后，“早苗经济学”正沦为一场笑剧

Core Viewpoint - The article discusses the emergence of "Sanae Economics" under Prime Minister Sanae Takaichi, drawing parallels with "Abenomics" and highlighting potential economic challenges Japan may face, including a booming stock market but stagnant equipment investment [1][2][4]. Economic Policy Overview - Takaichi aims to lead Japan out of the "lost 30 years" since 1993, focusing on rebuilding Japan's economic resilience and prosperity [2]. - "Sanae Economics" is seen as an evolution of "Abenomics," with a focus on bold monetary easing, flexible fiscal policies, and crisis management investments [5][6]. Investment Trends - Japan's substantial investment in the U.S. is highlighted, with a commitment of $550 billion (approximately 85 trillion yen) aimed at bolstering U.S. manufacturing and supporting anti-China policies [7][8]. - The projected equipment investment for 2024 is 98.3 trillion yen, indicating a significant increase from 2020, yet concerns remain about Japan's domestic investment capacity [7]. International Relations - Takaichi's administration emphasizes the importance of a constructive relationship with China while addressing economic security concerns, suggesting a complex diplomatic balancing act [10][11]. - The article notes that Japan's investment strategy may lead to missed opportunities domestically, as funds are directed towards the U.S. rather than local manufacturing [11].