Wednesday, July 2, 2014

When Japan decides on militarism; London house prices leap 25% in a year; Shrinking middle class worries business leaders

1 When Japan decides on militarism (Khaleej Times) Shinzo Abe will be remembered in history as the man who changed Japan for good. Other than his mark in economics, the Japanese prime minister has been pushing for an assertive defence policy, and that meant dumping Article 9 of the constitution that made the island-nation state a pacifist country.

The cabinet has approved a landmark change in security policy, paving the way for its military to fight overseas. The ruling party had earlier legislated the amendment through which the definition of self-defence will now be read as ‘collective self-defence’. The move primarily is China-specific as Tokyo is in a row over the East China Sea Islands. By giving up its post-World War-II pacifist identity, Japan has come a long way in reasserting itself in the region and this development is likely to stir militaristic responses from its neighbours.

It is little known as to what would be the response from the US that had shielded Japan since 1945. But it is widely assumed that Washington will be happy to see another challenge for China in the region, and that too on a self-help basis from the Japanese. As far as domestic policy is concerned, Shinzo and his centre-right party is likely to face a tough time. The policy of not going to war is embedded in Japanese psyche, especially after the horrors of Hiroshima and Nagasaki, and it won’t be that easy to overcome that trauma under the fissures of neo-imperialism in the region.

Abe’s arm-twisting was widely evident as he gave a cold shoulder to visiting US Secretary of Defence Chuck Hagel earlier this year, urging him to categorically spell-out as to how to confront Chinese and North Korean adventures in the new era. The argument was that as dragon roared, Japan couldn’t be expected to sit idle and look the other way. If Abe goes ahead and gets the nod from parliament, there won’t be any looking back for a country that mesmerised the world with peace visions of its own for the last six decades.


2 London house prices leap 25% (Hilary Osborne in The Guardian) The average price of a property in London has leapt by more than a quarter over the past year, a rate of growth unequalled since the summer of 1987, according to the latest figures from the UK's largest building society.

Prices in the capital rose by 25.8% between the second quarter of 2013 and the same period this year, Nationwide said, pushing the average to £400,404, the first time it has topped £400,000 and 30% higher than the peak reached in 2007.

The figures are likely to fuel fears of a price bubble in the capital, and come days after the Bank of England's Financial Policy Committee said it would not take immediate action to constrain the housing market. Property experts say this level of price growth was unsustainable with one warning that "the risk of a damaging house price correction at some point in the next few years is growing".


3 Shrinking middle class worries business leaders (Robert Reich in San Francisco Chronicle) One business leader told me recently why he was concerned about the shrinking middle class: "Because the American middle class is the core of our customer base," he said. "If they can't afford our products in the years ahead, we're in deep trouble." I'm hearing the same refrain these days from a growing number of business leaders.

They see an economic recovery that's bypassing most Americans. Median hourly and weekly pay dropped over the past year, adjusted for inflation. Since the depths of the Great Recession in 2009, median real household income has fallen 4.4 percent, according to an analysis by Sentier Research. Business leaders know the US economy can't get out of first gear as long as wages are declining. And their own businesses can't succeed over the long term without a buoyant and growing middle class.

They also recognize a second danger: Job frustrations are fueling a backlash against trade and immigration. Any hope for immigration reform is now dead in Congress. The economy will be even worse if America secedes into isolationism.

Several business leaders are suggesting raising the minimum wage and increasing taxes on the wealthy. Many business leaders are arguing for changes in the rules of the game that would make the game fairer for everyone. They acknowledge it's now dangerously rigged in favor of people like them. They know the only way to save capitalism is to make it work for the majority rather than a smaller and smaller minority at the top.

In this respect they resemble the handful of business leaders in the Gilded Age who helped spearhead the progressive reforms enacted in the first decade of the 20th century, or those who joined with Franklin D. Roosevelt to create Social Security, a minimum wage and the 40-hour workweek during the Depression.

The dangers are a sinking middle class lacking the purchasing power to keep the economy going, and an American public losing faith that the system will deliver for them and their kids. America's real business leaders understand that unless or until the middle class regains its footing and its faith, capitalism remains vulnerable.

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