Asiens kranker Mann

Japan ist krank, aber wieder einmal schöpfen die Menschen Hoffnung, dass sich das Land endlich doch erholen könnte. Dies vor allem deshalb, weil mit Heizo Takenaka ein engagierter Reformer die Wirtschaftspolitik zu bestimmen scheint. Was allerdings Politiker und Experten nicht erkennen - oder nicht erkennen wollen - ist, dass Wirtschaftspolitik an sich Japan nicht wiederbeleben kann.

Die Krise Japans ist systemischer und nicht zyklischer Natur. Schulden, Deflation und andere Übel sind nur die Symptome der japanischen Krankheit. Die Ursachen liegen in einer Mischung aus institutioneller Sklerose, sozialer Anomie und gerontokratischer Führung.

Nach dem Zweiten Weltkrieg hat das japanische System über mehrere Jahrzehnte wunderbar funktioniert und brachte nicht nur Wirtschaftswachstum, sondern auch eine gut ausgebildete Bevölkerung, eine hohe Lebenserwartung, Sicherheit und Sozialleistungen hervor. Das System beruhte auf drei Säulen: einem geschlossenen politisch-industriellem Establishment, der Mobilisierung von Ressourcen zur Erreichung der wirtschaftlichen Ziele und dem Schutz durch Amerika.

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