2012年初日本刚刚走出灾害,出现经济回暖,但是灾后重建景气消退以及世界经济下行的寒风随之而来,让升温未足的日本经济陷于停滞。日本政府在财政政策和货币政策上采取了诸多措施,但都只能治标而不能治本,无法解决人口老龄化、产业空洞化、青年就业意愿欠缺、企业劳动力不足等结构性的问题。预计日本经济在未来更长时间内将持续下行,2012年日本实际GDP增长率预计在2%左右,2013年将回落至1%左右。
After Japan came out from the disaster and showed sign of economic recovery in early 2012, the world came across a downturn and made Japan economy into stagnation. Although the Japanese government has employed many positive fiscal and monetary policies, it cannot solve the real structural problems, such as population aging, deindustrialization, low employment will of young people, and insufficient labor supply. In agreement with the judgment made by most institutions that Japanese economic decline will continue into2012-2013, or even longer, we expect Japan's real GDP growth rate to be around 2% in 2012 and drop to 1% in 2013.