Group 1 - The core issue revolves around the backlash against Japan due to comments made by Prime Minister Kishi Sanae regarding Taiwan, leading to a series of countermeasures from China and travel warnings from multiple countries, exacerbating the sell-off of Japanese assets [1][3] - The sell-off is not limited to the stock market; it also includes a decline in the yen's value and rising Japanese bond yields, indicating a broader capital flight from Japan as investors seek safer havens [3][5] - The Japanese government, particularly the ruling Liberal Democratic Party, is beginning to recognize the need for dialogue with China and to address the root causes of the tensions, although previous hardline stances are being reconsidered [5][7] Group 2 - Public sentiment in Japan is shifting from support for Kishi's hardline approach to a realization of the economic repercussions faced by ordinary citizens and small businesses, with a significant drop in support for military intervention in Taiwan [7][9] - Kishi Sanae's strategy appears to be an attempt to bolster her political standing through a tough stance on China, reflecting a deeper insecurity, but this has backfired as the current geopolitical landscape has changed significantly [9]
股债汇下跌,抛售日本开始了?自民党开会反思,高市还未醒悟
Sou Hu Cai Jing·2025-11-24 10:18