日本、フィリピンの消費回復をどう見るか。This is problem.

貴方はコロナ後の消費回復の状況をどう考えますか？　私の予想では日本でも2024年で2019年と比べて80%回復、フィリピンでは50%回復だと考えてビジネスプランを作成しています。史上初のオイル高。食糧高。ロシア、中国の急速な経済減速。その津波による世界経済の減速。

ただ単なる伝染病の終焉では無く、更に大きな障害に世界は苦しんでいます。ロシア経済は既にご承知の様に末期状態です。中国でも牽引となった外国企業の撤退から、大学卒業者の30％しか就職出来ません。不動産崩壊、社債や銀行の支払い不履行も多発しています。この史上初の石油高で、フィリピンの地方では計画停電が起こり始め、それに寄る通信障害も起こり始めました。1986年、マカチィ市でも一日8時間の停電は普通でした。しかし、当時と今は違いますが、、しかし地方では先回同様の停電が更に大きく拡大するでしょう。東京でも、歴史的に絶体空室にならないと言われた貸し店舗が、今都心部だけで3,000店舗が空室です。このショックは直ぐに回復すると決して思ってはいけません。皆さまはどう思いますか。

What do you think of the situation of consumption recovery after corona? My expectation is that in 2024, it will recover 80% in Japan. compared to 2019, and in the Philippines, it will recover 50%, and we have to creating a business plan. on this. Moreover The first high oil price in history. High food. Rapid economic slowdown in Russia and China. The slowdown of the world economy due to the tsunami.

The world is suffering from even greater obstacles than just the end of infectious diseases. As you already 

know, the Russian economy is in a terminal state. Then China,due to the withdrawal of foreign companies, which was also the driving force in China, only 30% of university graduates can find employment. Real estate collapses and defaults on corporate bonds and banks are also frequent. With this first-ever high oil price, rolling blackouts began to occur in rural areas of the Philippines, and communication failures due to them began to occur. In 1986, a power outage of eight hours a day was common in Makati City. However, although it is different from that time, but in rural areas, the same power outage as last time will be even more widespread. Even in Tokyo, there are 3,000 vacant rental stores in central Tokyo alone, which have historically been said to never be vacant. Never expect this shock to recover soon. What do you think?