日本の対ASEAN 直接投資の要因分析

Abstract

日本安倍新政府2012 年12 月26 日成立以後即以振興日本經濟為其最重要的施政目標。安倍新經濟政策中，規劃作為提升產業競爭力的日本再興戰略（原稱成長戰略）的三個子戰略中，國際發展戰略就是支援日本企業海外發展為目的。國際發展戰略包括促進農產品、醫療技術、基礎建設軟硬體、媒體內容的輸出，擴大自由貿易協定（FreeTrade Agreement, FTA）的洽簽對象範圍以及提升FTA 對日本貿易的涵蓋比率等。而安倍新內閣成立以來，不但其重要的內閣閣員相繼出訪，安倍首相本人至2013 年11 月19 日為止更是遍訪東協所有的10 個加盟國家。安倍及其內閣重要閣員的密集造訪明確顯示安倍對外新政策中東協各國重要的策略性地位。本文嘗試整理21 世紀以來日本對東協直接投資的發展及要因分析從而歸納近年來日本與東協經濟關係變化的趨勢脈絡。

The economic measure for the revitalization of Japanese economy is a major issue to be confronted by the Japanese government led by Prime Minister Shinzo Abe since December 26th, 2012. The new Abe government established a new economic strategy for Japan, outlined in the Cabinet Decision of January 11. The strategy consists of three Arrows, a bold monetary policy, flexible fiscal policy, and a growth strategy that promotes private investment. For the purpose of reviving Japanese economic growth, the new economic growth strategy that intended to raise Japanese competitiveness and potential growth rate to the 2% target has been renamed for the first time on June 2013 as Japan Revitalization Strategy-Japan is Back, and a second time on June 2014 as Japan Revitalization Strategy-Revised in 2014. Japan Revitalization Strategy consists of three sub-strategies, Japanese Industry Revitalization Plan, Strategic Market Creation Plan, and Strategy of Global Outreach that support the Japanese private sector to develop abroad. Coverage of the Strategy of Global Outreach include export promotion of agricultural products, medical expertise, hardware and software of infrastructure and media contents, expansion of the engagement of Japanese FTAs and the increment of Japanese trade coverage ratio of FTA.