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文|招商宏觀張靜靜團隊 核心觀點日本：就業、生產、消費均尚未恢復，財政和貨幣政策雙寬鬆。 基本面：日本今年3月放開國內防疫限制，7-8月疫情大幅反彈創下新高。入境放開較慢，10月取消人數上限。防疫放...
· 概要 · 房地產泡沫破裂後，日本消費由盛轉衰。日本的消費增速中樞下移從4.6%下移至0.7%，從泡沫破裂前崇尚短期享樂的“剎那主義”，轉向了“低欲望社會”。其中，除通信消費外，大部分分項消費的增速均有...
Hi, I'm Liz, and I got my first taste for traveling when I was 16 years old. On my own, 12 years and 50 something countries later, my wanderlust has only grown and the list of countries I want to visit longer. After living in Spain for the past few years and returning home for a stint, I then quit my job and moved to New Zealand and I've been here ever since. Follow my misadventures as I wander, eat, and photograph my way around the world
