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管理人は、アメリカ南部・ルイジアナ住人、伊勢平次郎(81)です。
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12/03
米日中の経済と尖閣摩擦は無関係だと
biden abe 12.3.13

Pesek on Asia: Biden's Tense Week
By William Pesek Dec 3, 2013 3:39 AM CT

ブルームバ-グ・アジア特派員(東京)のパセック記者がこう書いている。

1)昨夜、東京に到着したバイデン副大統領は、「中国の防空識別圏をたいへん懸念している」と。安倍首相と共同声明を出すと。水曜日には、それを持って北京へ詣でると、、

2)習VS安倍の関係が冷える一方では、トヨタと日産の車は中国市場で好況だと。特に、レくサスなどの高級車が売れていると。実際、日中貿易は昨年の同時期に比べて、ダントツに改善していると。日中の企業や大衆は、中央政府の対立には無関心なのだと。

3)日本の問題は「アベノミクス」が賃金に繋がらないことだと。日本円は過去一年で20%下げた~その結果、株価が50%上がった、、しかし、アベノミクスで恩恵を受けたはずの日本の企業は賃金を上げる気配はない。そこにあるのは、カネを出し渋る日本の企業の姿があると書いた。「企業が収益を上げているのに、家計が潤わない?」と書いた。「もしかすると、安倍内閣は5.5兆円の景気刺激政策を停止するんじゃないか?」と噂もある、、「とにかく、来年の日本経済は興味深い、、だとさ。 伊勢 ルイジアナ

Fresh Japanese stimulus?

Now for the bad news on so-called Abenomics. All the excitement in the world about a 20 percent plunge in the yen and 50 percent surge in stocks can't change the fact that Japanese wages have fallen for 17 straight months. Worse, stinginess in corporate boardrooms comes at a time when Japan is importing inflation through the energy markets. It's rare when economic trends are simultaneously bad for households and bond traders. Concerns that Abenomics is losing its oomph may be behind press reports his team is mulling a $53 billion stimulus package. Needless to say, 2014 will be a very interesting year in Japan



12/03
中国市場の日本車は好況だ
中国政府の防空識別圏設定(Air Defense Identification Zone.11・23)にも拘らず、日本車(トヨタと日産)は中国市場で今までにない好況を迎えている。矛盾する中国の対日政策をどう受け取るべきか?伊勢爺は、尖閣上空などの防空識別圏設定は軍事発動を伴わないと思っている。日米が共同要請しても、撤回しないだろう。ならば、日中貿易の発展ほど重要な二国関係はないとなる。日本政府はこういった日中泥仕合は恒常的に続くと考えればいい。ただし、離島防衛力は確実に上げなければならない。これらの国防政策も、全て、「アベノミクス」の成否に懸かっている。これ以上は述べないことにする。伊勢爺は神様じゃないからね。ただ、「危険だなあ」と思っている。伊勢 ルイジアナ






Toyota China Sales Show Japan Carmakers Shrugging Off Islets Row

By Bloomberg News - Dec 2, 2013 10:01 AM CT

Toyota Motor Corp. (7203)’s China sales surged in the first month since a territorial dispute between Asia’s two biggest economies resurfaced, showing Japanese brands are escaping the type of consumer backlash they faced last year over a group of uninhabited islands.


Deliveries to China rose 41 percent to 89,800 vehicles in November, raising the 11-month total to 809,000 units, according to a statement from the Toyota City, Japan-based company yesterday. That means that the maker of the Camry will post record sales in the world’s biggest auto market this year unless they plunge 18 percent this month.

Sales rose for a third month to the highest level in 2013, illustrating the contrast in the economic fallout between last year’s diplomatic row and this year between the two countries. China created an air-defense area covering the islands last month, reviving memories of last year and underscoring how Japanese companies remain vulnerable to periodic bouts of tensions between the two Asian neighbors.

“The pressure on Japanese automakers will always be there,” said Harry Chen, a Shenzhen-based analyst with Guotai Junan Securities Co. “They need to find the best way to cope with it given that China is a must-have market for them.”

China has sent fighter planes into the self-declared zone after announcing its creation on Nov. 23 and said its military will take “defensive emergency measures” if aircraft enter the area without reporting flight plans or otherwise identifying themselves.

’Military Flights’

The State Department on Nov. 29 urged U.S. airlines to notify Chinese authorities before flying through the defense zone, even as the American military conducts daily flights in the area without such notification. Japan has told its airlines to stop providing flight plans to China.

Last year, the dispute flared after the Japanese government decided to purchase the islands from their private owner, triggering protests across China, with some demonstrators torching dealerships and vandalizing cars associated with Japan. Toyota and Nissan Motor Co. (7201) posted their first annual sales declines in China following the riots.

Nissan, which sells more cars in China than any Japanese automaker, has fully recovered from the anti-Japan consumer backlash, Ren Yong, vice president of Dongfeng Motor Co. said on Nov. 21 at the Guangzhou auto show.

Toyota’s luxury Lexus division is seeing “steady, good growth” in China and will post record sales in the country this year, Mark Templin, an executive vice president, said last month.

To contact Bloomberg News staff for this story: Tian Ying in Beijing at ytian@bloomberg.net

To contact the editor responsible for this story: Young-Sam Cho at ycho2@bloomberg.net
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