Asiens vergessene Großmacht

Erwähnen Sie Asien, und die meisten Leute werden an einen der beiden faszinierenden, aufstrebenden Giganten der Region, Indien oder China, denken. Oder an beide. Oder an Nordkoreas Atomprogramm, an ein paar Terroranschläge oder die humanitären Folgen des jüngsten Erdbebens oder Tsunamis. Übersehen – oder zumindest unterschätzt – wird dabei häufig Japan.

Dies ist verwunderlich, da Japan mit einem BIP in Höhe von fünf Billionen Dollar – mehr als China und Indien gemeinsam – noch immer die zweitgrößte Volkswirtschaft der Welt ist. Dem relativ bescheidenen Wirtschaftswachstum des Landes zum Trotz beträgt Japans BIP pro Kopf ca. 38.000 Dollar; das ist mehr als zehnmal so viel wie in China oder Indien.

Mehr noch, es gibt deutliche Anzeichen in Japan, die einen Wandel sowohl bei der Konjunktur- wie der Wertpapierentwicklung nahe legen. Die 1990er Jahre mögen ein verlorenes Jahrzehnt gewesen sein; nun aber befindet sich die japanische Wirtschaft im Aufwind. Sie wächst derzeit um mehr als 2% pro Jahr und umfasst eine Reihe enorm erfolgreicher Global Players.

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