Germany ドイツ Vol.1(German Arctic Office to act as consultant to politics and industry)

(The below link is in English.)

German Arctic Office to act as consultant to politics and industry (1/4/2017) | @AWI_de @EurekAlert
ドイツは北極圏に属さず領海も狭く北極関連の枠組みでも原則的にはメンバーになっていない反面、技術に強い経済大国であるところ、ドイツの Arctic Office についての記事と一部抜粋です。なお、現在、1月22-27日(於:TROMSØ,NORWAY。主催:Arctic Frontiers。)の”WHITE SPACE – BLUE FUTURE” が開催されています。

… The shrinking sea ice and collapsing permafrost coasts are now also becoming topics on the agenda of international politics and industry. …
… Due to the geopolitical, geo-economic and geo-ecological significance of the north polar region, which is changing particularly rapidly as a result of global warming, the German government endeavours to make the Arctic a key issue of German politics. … …Dr Volker Rachold. …
The German Arctic Office was initiated by the German Foreign Office, which represents Germany as an observer in the Arctic Council, and by the German Federal Ministry of Education and Research, which promotes Arctic research in Germany. …
… “Our network includes polar scientists of the Alfred Wegener Institute, but also scientists from other research institutions such as the Institute for Geosciences and Natural Resources, the German Aerospace Center (DLR), the Institute for Advanced Sustainability Studies and the GEOMAR Helmholtz Centre for Ocean Research. …
… “These countries are interested in our research results, for example the designation of marine protected areas. … Germany for instance contributes to the improvement of ice predictions for shipping and to averting possible environmental risks as a result of increased shipping,”…
He believes that investments by industry and politics in the Arctic region cannot be stopped, they can only be given sustained and vigilant support – for example by making use of modern environmental technology and by means of forward-thinking research. “One of our tasks at the Arctic Office is to explore specific questions asked by the government and companies together with institutions and universities, so that researchers can look into these issues. …

“The Creation and Destruction of Value” 価値の創造と破壊 Vol.15

(All the below links are in English.)

Vol.15 パワーポリティクスの重要性(第5章-5)

 ユーロの新興国の中央銀行が保有するのに、米国国債の代替としてユーロ建て国債を挙げる考え方もある。しかし、ユーロの先行きも米ドル同様に不透明である。そして、米国金融危機の新興国市場への爆裂により、欧州の銀行の不安定に係る懸念材料が新たに加わった。
 第一に、中欧のEU加盟国及び非加盟国の銀行の為替リスクが非常に高まったために、例えばオーストリアでは同国銀行が周辺国に貸出等している同国GDP比70%相当の2300億ユーロが危険に晒されることとなった。
 第二に、ユーロ地域でのマクロ経済政策の難しさである。1999年の単一通貨・為替レート固定により競争力の違いを為替レートで調整できなくなり、物品生産構造から生じる競争力の違いを助長した。例えば、皮革や繊維などを売り物にするイタリアは、精密機械などを売り物にするドイツよりも、高成長の新興国との競争において脆弱である、などである。
 第三に、マーストリヒト条約締結以来永く論じられてきた財政政策である。EUの予算は加盟国のそれに比較して少なく、各加盟国がそれぞれ拠出している。問題は、伊希葡などは公債比率が高く、財政政策によっても経済危機を免れそうになく、EU全体としては財政政策は無力であることであった。
 第四に、経済情勢下降局面でのケインズ的需要喚起策は1930年代の不況期の知的生産物であったので、あくまで国内を満たす仕様であったことである。財政出動の恩恵が国内から漏れてしまい外国も恩恵に与る時代には、国内経済浮揚策としては無駄が多く魅力に欠けてしまうこととなった。加えて、ケインズ主義は大国には効果的だが、小国には財政出動の負担が大きいため抑制的にかつ国民の自己犠牲的にならざるを得ないという点があった。

あくまで参考
The Euro as a Reserve Currency (PDF; Nov 1997) | Barry Eichengreen @UCBerkeley
Global Imbalances: past, present and future (PDF; 2011) | Marcello de Cecco, Scuola Normale Superiore di Pisa and LUISS @INETeconomics
The euro as a reserve currency: a challenge to the pre-eminence of the US dollar? (PDF; 2009) | Gabriele Galati & Philip Wooldridge @BIS-org
Global Imbalances: The New Economy, the Dark Matter, the Savvy Investor, and the Standard Analysis (PDF; March 2006) | Barry Eichengreen @UCBerkeley
AN ESSAY ON THE REVIVED BRETTON WOODS SYSTEM (PDF; September 2003) | Michael P. Dooley, David Folkerts-Landau, Peter Garber @nberpubs
Regulation and supervisory architecture: Is the EU on the right path? (speech; 2/12/2009) | Lorenzo Bini Smaghi @ECB

U.K. イギリス Vol.10(Brexit Vol.9: BREXIT AND BEYOND ― HOW THE UNITED KINGDOM MIGHT LEAVE THE EUROPEAN UNION)

All the below links are in English.

BREXIT AND BEYOND ― HOW THE UNITED KINGDOM MIGHT LEAVE THE EUROPEAN UNION (PDF: Nov 2016) | @UKandEU @PolStudiesAssoc を5回に分けて一部抜粋したリンクを以下貼っておきます。

Vol.5(CHAPTER FIVE: HOW MIGHT BREXIT AFFECT THE FUTURE SHAPE OF THE UK?/CHAPTER SIX: CONCLUSION)

Vol.4(CHAPTER FOUR: HANDLING THE NEGOTIATIONS)

Vol.3(CHAPTER THREE: BEYOND ARTICLE 50 – SHAPING THE FUTURE RELATIONSHIP)

Vol.2(CHAPTER TWO: INVOKING ARTICLE 50 TEU)

Vol.1(FOREWORD/CHAPTER ONE: INTRODUCTION)

ツイッター paper.li Vol.14

All the below links are in English.

弊社ツイッターアカウントの一つ @WSjp_insight のRTにより、元々取り上げておられたオランダの関係機関に特に喜んで頂けたと思われ、また paper.li 掲載された記事1件を貼っておきます。

These economies have the best infrastructure | @wef @hollandtrade @NLEnterprise

cf.
https://twitter.com/dutchdailynews/status/806476128382754817
https://twitter.com/NLEnterprise/status/806476638758244352
https://twitter.com/NLEnterprise/status/806476614200659968
https://twitter.com/hollandtrade/status/806475994836168705

ツイッター paper.li Vol.12

All the below links are in English.

弊社ツイッターアカウントの一つ @WSjp_insight のRTによる paper.li 掲載記事4件を貼っておきます。

Dutch coast ‘superstorm’ proof for the next 50 years | @HollandWater

Donald Trump’s @nytimes Interview: Full Transcript | @liamstack,@Jonesieman,@KarenWorkman,@TimHerrera (@deanbaquet,@maggieNYT,@shearm,@mikiebarb,@DouthatNYT,@tomfriedman @BumillerNYT,@JBennet,@juliehdavis,@grynbaum,@maureendowd,@SuccessMatters)

Trump understands what many miss: people don’t make decisions based on facts – How can we make facts matter? Research in psychology and political science offers a little hope. | @juliaoftoronto,@B_resnick @voxdotcom

NEW ACTIVE PACKAGING TO REDUCE FOOD WASTE: 700,000 tons of food waste is thrown away in Denmark each year, food which could have been eaten. This is why scientists are working on developing a new active packaging that prolongs the shelf life for fresh fruit and vegetables by slowing down decomposition. | @stateofgreendk @MFVMin

ツイッター paper.li Vol.11

All the below links are in English.

弊社ツイッターアカウントの一つ @WSjp_insight のRTによる paper.li 掲載記事4件を貼っておきます。

More on Trade Policy Preferences: The Harvard-Politico Poll | Stephan Haggard @PIIE

Tourism industry needs more investment | @LincolnUniNZ

Old and in the way? Aging workers and generational battle lines in the workplace (Podcast) | @upclosepodcast,@unimelb (Prof Mia Rönnmar @lunduniversity)

Atlantic City Employment Continues to Decline Says Stockton’s South Jersey Economic Review | @Stockton_edu @HughesCenter,@Stockton_BUSN

ツイッター paper.li Vol.10

All the below links are in English.

弊社ツイッターアカウントの一つ @WSjp_insight のRTによる paper.li 掲載記事6件を貼っておきます。

New data shows tourism sector is booming; Tourism strategy | @MBIEgovtnz

Five ways to advance New Mexico’s economy | @terrybrunner,@NMPoliticsnet @wsi_usa

Ocean Champions for Healthy Oceans | @borgebrende @HuffPostBlog @StateDeptOES

Holy Grail of energy policy in sight as battery technology smashes the old order | @AmbroseEP @telebusiness @austriainuk

Enhancing robotics research and teaching with Kinba, @KingsCollegeLon’s robot receptionist | @Kings_CoRe,@mhoward3210

The Internet is changing who we date | @AnaSwanson,@Wonkblog; Gina Potârca @unil

ツイッター paper.li Vol.9

All the below links are in English.

弊社ツイッターアカウントの一つ @WSjp_insight のRTによる paper.li 掲載記事4件を貼っておきます。

Sweden’s first urban electric car launches crowdfunding campaign | @EAIndustry

7 EXAMPLES OF SUSTAINABILITY IN SWEDEN | @swedense

Arctic House Design Saves Energy and Embraces Inuit Culture | @ArcticDeeply

Mike Pence Defends Refugee Plan Blocked by Judges | @m_rhodan @TIME

日本のガラパゴス症候群 Vol.7(The Global Competitiveness Report 2016–2017 - 国際競争力ランキング2016)

All the below links are in English. Excerpts, et al. are on our own. You can check out methodology as well.

The Global Competitiveness Report 2016–2017 (w PDF) | @wef のPDFのうち、Europe、East Asia and Pacific、North Americaに係る掲載文の抜粋等です。一番最後の私見もご覧ください。

Europe
box5-brexit
Faced with impending Brexit and geopolitical crises spilling over into the region, Europe finds itself in critical condition in many respects. Nevertheless, the region — which includes the EU28, Iceland, Norway, Switzerland, the Balkans, and Turkey — still performs above the global average in terms of competitiveness (4.72 average score in Europe versus an average score of 4.11 among the rest of the world). This is driven by the performance of a group of regional champions, notably Switzerland, which leads the global rankings for the eighth consecutive year. The top 12 includes seven more European countries: the Netherlands (4th), Germany (5th), Sweden (6th), the United Kingdom (7th), Finland (10th), Norway (11th), and Denmark (12th).
uk-p1uk-p2
figure8-europe
… there is wide dispersion in regional performance on several pillars. The largest gap is in the macroeconomic environment pillar, a reflection of the fact that the region has been recovering unevenly from the global financial crisis. Europe’s median performance is weakest across the innovation indicators: Figure 8 shows that the region’s countries are clearly divided, with a significant gap between the innovation assessment for Northern and Western European countries versus Central, Eastern, and Southern European ones. Although this gap has been a persistent challenge, there are some recent encouraging signs of convergence in certain dimensions.
ireland-p1ireland-p2
Accelerating innovation efforts will be crucial to maintain current levels of prosperity, and Europe can expect high returns from focusing its resources on nurturing its talent. … On attracting and retaining international talent, although one European country (Switzerland) achieves the top global scores, the average for the region as a whole is low; this does not bode well for the creation of a vibrant European knowledge economy. The United Kingdom is currently still the most attractive EU destination for talent, yet the Brexit vote has created significant uncertainty over the conditions under which workers from EU countries will be able to participate in the UK economy in the future. Moreover, university applications from the European Union could potentially drop amid uncertainty over prospective students’ status and subsequent access to the UK job market (see Box 5 on the potential implications of Brexit; note that data presented in the Report were collected before the Brexit vote). … some of the largest score drops for France compared to last year were registered for the “attract and retain talent” indicators.
… Yet good practice examples in this area exist on the continent, with countries such as Switzerland and Denmark striking a balance between high labor market flexibility and strong social safety nets. …

East Asia and Pacific
japan-p1japan-p2
East Asia and Pacific is characterized by great diversity. The region’s 18 economies covered in the GCI 2016–2017 span a large part of the development ladder, from Cambodia to Singapore, and include three of the world’s 10 largest economies: China, Japan, and Indonesia. The region’s emerging economies, led by China, have been supporting the modest global recovery since the global financial crisis. These economies accounted for almost two-fifths of global growth last year, more than twice the combined contribution of all other emerging regions. Today, global economic prospects look less favorable as a result of China’s slowdown, anemic growth in Japan and other advanced economies, and persistently low commodity prices undermining the growth and public finances of several economies in the region — notably Indonesia and Mongolia.
nz-p1nz-p2
The GCI results reveal contrasts in the region. Its advanced economies continue to perform strongly. Led by Singapore, 2nd overall behind Switzerland for the sixth consecutive year, these economies all feature in the top 30 of the GCI rankings. Losing ground since last year, Japan ranks 8th (down two) and Hong Kong SAR ranks 9th (down two). New Zealand advances three positions to 13th, while Chinese Taipei is up one notch to 14th. Further down, Australia (22nd) and the Republic of Korea (26th) both improve their scores but their positions are unchanged.
Among emerging economies, Malaysia (25th) continues to lead the region, despite losing some ground this year following six years of improvement. China remains steady at 28th for the third year in a row.
australia-p1australia-p2
Reflected in the evolution of the GCI score since the 2007–2008 edition, the overall competitiveness trends for the region are overwhelmingly positive: 13 of the region’s 15 economies covered since 2007 achieve a higher score today, with Cambodia, China, and the Philippines posting the largest gains (see Figure 11). The only exceptions are Korea and Thailand, though for the latter the loss has been small and from a high base. …
figure11-easiapacific
The region’s advanced economies need to further develop their innovation capacity. Japan and Singapore are the only economies in the region among the world’s top 10 innovators, ranking respectively 8th and 9th in the innovation pillar. Japan, Korea (which has dropped from 8th to 20th in the pillar since 2007), and to a lesser extent Chinese Taipei (11th), have experienced a steady erosion of their innovation edge since 2007. Meanwhile New Zealand (23rd), although it has improved significantly since 2007, Australia (26th), and Hong Kong (27th) remain far behind the world’s innovation powerhouses.
Since 2007, most emerging economies have improved on the basic drivers of competitiveness (i.e., on the first four pillars of the GCI) — often markedly, though also often from a low base. With the exception of Malaysia and Thailand, these economies have made major strides in improving governance, including in tackling corruption. All of them except Thailand have also made significant progress in terms of transport infrastructure… A similar generalized upward trend is seen in health and basic education. … On the macroeconomic front, the situation has also improved almost everywhere, with inflation at a 10-year low in most economies. The fiscal situation is also relatively sound, with most economies posting deficits lower than 3 percent. The notable exception is Mongolia, where the macroeconomic situation remains worryingly volatile. …

North America
figure16-namerica
The United States ranks 3rd for the third consecutive year, while Canada ranks 15th. However, the evolution of how the two countries rank on various pillars sheds light on the forces shaping competitiveness among advanced economies at the forefront of the Fourth Industrial Revolution.
canada-p1canada-p2
Both the United States and Canada outperform the Organisation for Economic Co-operation and Development (OECD) country average overall and on most pillars, although the OECD average beats the United States in areas such as macroeconomic performance and health and primary education (Figure 16). The United States lags behind Canada in the quality of institutions, macroeconomic environment, and health and primary education. Canada’s largest disparities with OECD countries are in business sophistication and innovation. The large domestic market in the United States represents a major source of competitiveness advantage over other advanced economies.
us-p1us-p2
Since 2007, the United States has been falling behind both in absolute and relative terms in infrastructure, macroeconomic environment, and goods market efficiency. It has improved, however, on health and primary education, higher education and training, and especially technological readiness, one of the most essential pillars for taking advantage of new technologies.
Canada, on the other hand, has improved marginally in all efficiency enhancers, with markets for goods, labor, capital, and human capital remaining among the best-ranked of the OECD countries. However, Canada lags behind on innovation and business sophistication, which are especially central for advanced economies.
In the United States, innovation and business sophistication have improved; in Canada, they have deteriorated and could be slowing down productivity improvements. However, the business community in the United States is increasingly concerned about basic determinants of competitiveness such as infrastructure.

私見:ランク自体に一喜一憂するのは無意味ですが、ご指摘のとおりという面もあると感じます。日本の課題は、1st pillar: Institutions(ランク16位、スコア5.4)、3rd pillar: Macroeconomic environment(104位、4.1)、5th pillar: Higher education and training(23位、5.4)、6th pillar: Goods market efficiency(16位、5.2)、7th pillar: Labor market efficiency(19位、4.8)、8th pillar: Financial market development(17位、4.9)、9th pillar: Technological readiness(19位、5.8)に共通して、技術の発展、国内外の経済の連動性、資本主義・民主主義下での経済活動の積み重ねなどにより表れる時代背景に合わない、無駄な作業の多さ、効率の悪さ、機会の不平等、形式主義などを社会慣行・固定観念として引きずってしまっていることではないかと感じています。『日本のガラパゴス症候群』と若干激しいタイトルを付けたのも、この感触に基づきます。公債残高はすぐにはどうしようもないので 3rd pillar は今後も低迷し続け総合ランクにも負の影響を与え続けますが、efficiency や fundamental human rights さらには public welfare を総合考量的に尊重する方向に行けば、各pillarのスコアは上がり日本企業は強くなり日本国民の満足度は増して行くと考えます。ここ何年か同じ顔ぶれの、スイス(総合ランク1位)、シンガポール(2位)、アメリカ(3位)などが参考になるはずです。

ツイッター paper.li Vol.8

All the below links are in English.

弊社ツイッターアカウントの一つ @WSjp_insight のRTによる paper.li 掲載記事4件を貼っておきます。

National raw materials agreement to foster circular economy by 2050 | @MinInfraEnvirNL

Rising Irish property prices threaten stability, @OECD warns | @IrishTimes @BRegsBlog

3 Unexpected Fish Species Found in the Inland Bays | @DEInlandBays

Sen. President Sweeney calls Christie’s tax deal nix with Pa. ‘horrible’ | @Trentonian