Group 1 - The core issue is the escalating "sell-off of Japan" triggered by controversial remarks from Japanese Prime Minister Kishi Sanae regarding Taiwan, leading to a series of retaliatory measures from China and travel warnings from multiple countries [1][3][5] - The Japanese stock market has experienced a significant decline, with an average daily index drop of 2.40%, and a substantial sell-off of Japanese government bonds, indicating a broader financial crisis [1][3] - The depreciation of the yen and rising yields on Japanese government bonds suggest that capital is fleeing Japan, as investors perceive the country as increasingly risky [3][5] Group 2 - The ruling Liberal Democratic Party (LDP) in Japan is beginning to acknowledge the need for improved communication with China, reflecting a shift in their approach after initially adopting a hardline stance [5][7] - There is a growing sentiment of regret among the Japanese public regarding the government's hardline rhetoric towards China, as the repercussions are felt in various sectors such as tourism and education [7][9] - Prime Minister Kishi Sanae's strategy to leverage the Taiwan issue for political gain may backfire, as public support for military intervention in Taiwan has significantly decreased following China's retaliatory actions [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·2025-12-10 12:29