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日本國會選舉--S. Khalil/K. Ng
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自民黨國會眾院席次未過半


Japan's ruling party loses its majority in blow to new PM

Shaimaa Khalil and Kelly Ng, BBC News, 10/28/24

The coalition led by Japan’s ruling Liberal Democratic Party (LDP) has lost its majority in parliament, its worst result in over a decade.

The LDP and its much smaller coalition partner Komeito, have taken 215 seats together, falling short of the 233-seat majority needed to govern. The party's new leader Shigeru Ishiba said there are no plans to expand the coalition at this stage.

Ishiba, who called the election just days before he was sworn in as prime minister, has vowed to stay in office despite the LDP's loss of parliamentary majority.

In a speech on Monday, he said the party has received "severe judgement", adding they would "humbly" accept this.

"Voters have handed us a harsh verdict and we have to humbly accept this result," Ishiba told national broadcaster NHK.

"The Japanese people expressed their strong desire for the LDP to do some reflection and become a party that acts in line with the people's will," he said.

Ahead of the election, Japanese media had reported that if the LDP loses its parliamentary majority, Ishiba could quit to take responsibility, which would make him Japan's shortest-serving prime minister in the post-war period.

This is the first time the LDP has lost its parliamentary majority since 2009. Since its founding in 1955, the party has ruled the country almost continuously.

The result comes after a tumultuous few years for the LDP which saw a “cascade” of scandals, widespread voter apathy and record-low approval ratings.

The party had seen approval ratings of below 20% earlier in the year, in the wake of a political fundraising corruption scandal.

Ishiba on Monday pledged to reform "enact fundamental reform regarding the issue of money and politics".

"We need to answer to the people’s criticism. That is how I will take responsibility for the loss of the election," he said.

He also promised to revitalise rural Japan and tackle inflation.

Meanwhile, largest opposition party, the Constitutional Democratic Party (CDP), won 148 seats at around 02:00 JST (17:00 GMT), according to NHK.

Yet opposition parties have failed to unite, or convince voters they are a viable option to govern.

The CDP, which is the main opposition party, had an approval rating of just 6.6% before parliament was dissolved.

CDP leader Yoshihiko Noda on Monday said he plans to work with other parties to oust the incumbents.

“It is so hard to make decisions to choose parties, I think people are losing interest,” Miyuki Fujisaki, a long-time LDP supporter who works in the care-home sector, told the BBC ahead of polls opening.

The LDP, she said, has its problems with alleged corruption, “but the opposition also does not stand out at all”.

“They sure complain a lot, but it’s not at all clear on what they want to do,” the 66-year-old said.

Early on Monday, the benchmark Nikkei 225 stock index was up by around 1.5%, while the yen fell against the US dollar.

For all the apathy, politics in Japan has been moving at a fast pace in recent months.

Ishiba took over as prime minister after being voted in by the LDP following his predecessor Fumio Kishida - who had been in the role since 2021 – making a surprise decision to step down in August.

The move to call the election came at a time when the LDP is desperate to restore its tarnished image among the public. Ishiba - a long-time politician who previously served as defence minister - has described it as the “people’s verdict”.

A series of scandals has tarnished the party’s reputation. Chief among them is the party’s relationship with the controversial Unification Church - described by critics as a “cult” - and the level of influence it had on lawmakers.

Then came the revelations of the political funding corruption scandal. Japan’s prosecutors have been investigating dozens of LDP lawmakers accused of pocketing proceeds from political fundraising events. Those allegations - running into the millions of dollars - led to the dissolution of powerful factions, the backbone of its internal party politics.

“What a wretched state the ruling party is in,” said Michiko Hamada, who had travelled to Urawa station, on the outskirts of Tokyo, for an opposition campaign rally.

“That is what I feel most. It is tax evasion and it’s unforgivable.”

It strikes her as particularly egregious at a time when people in Japan are struggling with high prices. Wages have not changed for three decades – dubbed “the lost 30 years” – but prices have risen at the fastest rate in nearly half a century in the last two years.

This month saw more price hikes on thousands of food products, as well as other day-to-day provisions like mail, pharmaceuticals, electricity and gas.

“I pay 10,000 yen or 20,000 yen ($65 - $130; £50 - £100) more for the food per month (than I used to),” Ms Hamada said.

“And I’m not buying the things I used to buy. I am trying to save up but it still costs more. Things like fruit are very expensive.”

She is not the only one concerned with high prices.

Pensioner Chie Shimizu says she now must work part-time to make ends meet.

“Our hourly wage has gone up a bit but it does not match the prices,” she told the BBC as she picked up some food from a stand at Urawa station.

“I come to places like this to find something cheaper and good because everything in regular shops is expensive.”


Additional reporting by Chika Nakayama.


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Rightwing Takaichi the victor in Japan’s LDP leadership race

As Japanese ponder the question of who wins and who loses from her shocking upset, the coalition with Komeito is at stake

Tobias Harris, 10/04/25

In her third attempt, Sanae Takaichi won the Liberal Democratic Party’s (LDP) leadership in convincing and comfortable fashion in a runoff against Shinjiro Koizumi (
小泉進次郎), winning 185 votes to Koizumi’s 156.

One lawmaker apparently abstained. She won by a larger margin than Prime Minister Ishiba Shigeru (
石破茂) won in 2024, when he bested Takaichi by only 21 votes.

It will take some time to process the significance and implications of what marks a decisive shift in favor of the LDP right but it can be useful to assess the immediate winners and losers – domestically, at least – in the wake of Takaichi’s upset.

Takaichi is, of course, the biggest winner.

Throughout the campaign, she appeared to be getting little traction against Koizumi, who appeared to be amassing a sizable edge with LDP lawmakers and holding his own against Takaichi when it came to support from the LDP’s rank-and-file members. However, the opinion polling significantly under-reported her support from rank-and-file members, which reached 40.4% compared with Koizumi’s 27.4%.

Her support was not only greater than expected but it was also distributed across the country; she topped Koizumi in 36 of 47 prefectures. Had Koizumi performed better in more places – splitting the prefectures, for example – it is possible that the outcome would look different.

In the end, her grassroots support, which was her source of strength in previous leadership bids, made it difficult for the parliamentary party to deny her the opportunity to 
remake it in a more ideological fashion.

Koizumi, meanwhile, is naturally the biggest loser.

In contrast to last year, when his grassroots support wilted during the campaign and ruined his chances, it appeared that Koizumi had overcome that challenge despite several reports on his campaign’s conduct that proved embarrassing for the candidate.

He had largely held steady in opinion polling, which suggested that the race between Koizumi and Takaichi would be close. It also appeared that he had an overwhelming advantage with the parliamentary party. Surveys showing that Koizumi would receive the support of eighty lawmakers were accurate – but that turned out to be Koizumi’s ceiling, whereas Takaichi significantly narrowed the gap in the first round.

Of the 150 lawmakers who voted for the bottom three candidates in the first round, only 65 switched to Koizumi, meaning that Koizumi’s gains were, among other things, smaller than the 72 lawmaker votes Yoshimasa Hayashi won in the first round. To win, Koizumi needed to add all of Hayashi’s votes plus another ten from Takayuki Kobayashi or Toshimitsu Motegi, particularly to compensate for his under-performance in the prefectures.

This defeat is by no means the end of Koizumi’s career – he is still only 44, after all – but it may be a bigger setback than the one he experienced in 2024, given the widespread expectations that he would win.

For the LDP, Takaichi’s victory is a mixed bag.

On the one hand, she may be poised to compete with Sanseitō (
參政黨) and the Democratic Party for the People (DPFP國民民主黨) for the younger, conservative, urban, male voters who have abandoned the LDP.

On the other hand, she could break the LDP’s quarter-century-old coalition with Komeito, which, despite the decline of Komeito’s machine has still been an important source of votes for LDP’s candidates; she could alienate independents and the party’s older, more moderate base (Ishiba voters, in other words); and she could exacerbate divisions within the party.

We will have to see whether she uses her party leadership team and cabinet to unify the party and make peace with rivals, but she will have to work at peacemaking within the party.

That said, her victory will likely give a boost to Taro Aso (
麻生太郎), the party’s last formal faction boss, who reportedly said he would support the candidate who won the most popular votes in the first round.

The remnants of the former Abe faction (
安倍晉三), despite their slush fund scandal may find themselves wielding greater influence than they have in several years. Also, DPFP Toshimitsu Motegi (茂木敏充) may emerge in an important role in a Takaichi government.

Turning to the other parties, on balance Takaichi’s victory is likely a defeat for the Democratic Party for the People and for Sanseito, which clearly are competing for the same voters as Takaichi and will now have to determine how to position themselves in competition with a Takaichi-led LDP trying to outbid them instead of a Shigeru Ishiba-led or Koizumi-led LDP that could serve as a foil.

Both may try to work with the LDP now on common priorities – issues related to Japan’s foreign population, for example – but the momentum they had coming out of the upper house elections may be diminished. Of course, Takaichi’s victory is perhaps a larger victory for both parties to the extent that it confirms that they have identified an under-represented voter bloc that could be the key to electoral victories – and, in Sanseito’s case, identified an issue that many voters clearly felt needed to be addressed more.

At the same time, Takaichi’s victory may be a victory for Ishin no Kai (
日本維新會), in the sense that while the party seemed prepared to work with Koizumi, it seems prepared to negotiate with Takaichi too – and if Takaichi were to break the coalition with Komeito, it could give Ishin no Kai even greater leverage in coalition talks.

That said, Ishin would have even more leverage if three of its lower-house members had not just left the party, reducing its seat total from 38 – which, together with the LDP’s 196 would make a majority – to 35, two seats short.

Komeito

For Komeito (
公明黨), Takaichi’s victory is unquestionably a defeat in that it could bring the coalition with the LDP to a breaking point.  

While Komeito leader Tetsuo Saito (
齊藤鐵夫) denied that he was explicitly threatening to leave the coalition if Takaichi or Kobayashi won, his remarks before the start of the campaign reflect the growing recognition that, although there are multiple reasons for the decline in the party’s electoral strength, Komeito could be paying a price for its partnership with the LDP.

表單的底部

In contrast to the second Abe administration – when party leader Natsuo Yamaguchi (山口那津男) boasted that Komeito was serving as a brake on some of Abe’s more radical impulses even as the party also compromised on some fundamental issues – there may be less of an appetite among the party’s supporters for the kinds of compromises that joining a Takaichi government would entail compared with 2012.

Takaichi, meanwhile, may not be interested in relying on a party that consciously sees itself as a check on her ambitions. It has been unthinkable that Komeito would leave government, but it may be more thinkable now than ever – and if Komeito is not in government, it is not immediately clear what role it would play instead.

Finally, it is possible that Takaichi’s victory could be good news for Yoshihiko Noda (
野田佳彥) and his Constitutional Democratic Party (CDP,立憲民主黨). The CDP has undoubtedly been floundering, having failed to gain any seats in the July upper house elections. However, a Takaichi-led LDP could be a better foil for moderate conservative Noda than an Ishiba or Koizumi-led LDP. The CDP has been looking for an identity; Takaichi may give it one.

Left-wing parties both old (the Japanese Communist Party) and new (Reiwa Shinsengumi) could benefit from a Takaichi government for similar reasons.

There will be much more to say about Takaichi’s victory and its implications, but as this suggests, it immediately scrambles the calculations of actors across the political system.


Longtime Japan politics and policymaking analyst 
Tobias Harris heads Japan Foresight LLC. This article was originally published on his Substack newsletter Observing Japan. It is republished with permission.

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日本第一位女首相:高市早苗 - 陳儷方
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高市早苗當選自民黨總裁 法人:日圓看貶、日股看漲

陳儷方 聯合報,2025-10-04

日本政治將有新局,高市早苗當選自民黨總裁,有望獲得國會指名,成為日本史上第一位女首相法人表示,高市早苗推崇安倍經濟學,在貨幣政策上立場偏鴿,近期則有意淡化鴿派標籤,強調尊重日本銀行(央行)獨立性,市場預期日圓匯率將因高市早苗當選而走貶。

日圓目前匯價為147.45日圓兌一美元,市場關注高市早苗成為日本首相後,對日圓匯率走勢的影響。

法人指出,高市早苗近期淡化鴿派標籤的作法,是真心調整立場?還是為獲得選票支持的權宜之計,還有待觀察,但仍預期日圓匯率將因此選舉結果而走貶。高市早苗是五位候選人中,最支持財政擴張以刺激經濟的代表,在選前提出支持減稅、發放現金、廢除臨時汽油稅,並立下10年內讓經濟規模翻倍的目標,預期貨幣寬鬆加上財政擴張的立場將是股市利多。

至於日本未來貨幣政策的展望,法人預期日本央行升息方向不變,但速度放緩,除了因為高市早苗原本偏鴿立場影響外,日銀總裁植田和男3日演講釋出鴿派立場更是關鍵,他提及美國的經濟和貨幣政策方向,對日本的經濟和物價變化有重大影響,並表示希望透過貨幣寬鬆支持商業活動。

法人評估,除非通膨明顯升溫,否則年底前升息機會不大、明年有升息空間,日圓短線偏貶,日股在貨幣寬鬆及財政擴張的雙重期待下,短期看漲回應。

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日參院選舉執政聯盟吞敗 ---- 高詣軒
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最新結果執政聯盟參院122席;在野黨參院126席;過半數席次125

個選局結果將給美
日關稅協商投入巨大變數。不論那一位上台執政,應該不敢冒被戴上「美國跟屁蟲」帽子的風險這將形同「政治自宮」。

日參院選舉執政聯盟吞敗
日相石破茂面臨逼宮

高詣軒
,聯合報,2025-07-21

日本廿日舉行參議院選舉,改選半數一二四席和補選一席。日媒出口民調顯示,自民黨、公明黨執政聯盟拿下的改選席次,將遠低於維持參院過半所需,這會是自二戰以來,執政黨首次在參眾兩院都成為少數。

石破茂稱「將繼續擔任首相」

身兼自民黨總裁(黨魁)的首相石破茂廿日在該黨在東京的總部,被記者問及是否打算繼續擔任首相時,回答「是的」,還說日方正和美國進行極其關鍵的關稅談判,「我們絕不能毀了這些談判」。石破同日在日本放送協會(NHK)的節目就選舉結果說,「必須謙虛、真誠接受嚴峻的形勢」。

共同社廿日報導,立憲民主黨黨魁野田佳彥同日在富士電視台的節目,就石破續任首相說,「當然會考慮」提交石破內閣的不信任案,時機將在聽取他留任的理由後判斷。

這次參院選舉聚焦在自、公兩黨能否在二四八席的參院維持過半。開票後,日媒就預測自民黨可能會輸,石破將面臨逼宮,這次選舉預料成為日本政治轉捩點。日本每日新聞報導,一位首相官邸幕僚坦言,廿日開票後「恐怕就是政局動盪的開始」。

對去年秋季上台的石破內閣,這次參院選舉是繼去年十月眾院大選後的第二度國政選舉。自公兩黨在該次大選已未能在眾院過半,成為「少數執政黨」。

投票結束後,日本讀賣新聞根據出口民調指出,自民黨在改選席次預計獲得卅七席,公明黨八席,合計四十五席。立憲民主黨預計拿下廿三席,日本維新會六席、國民民主黨十八席,標榜「日本人優先」的參政黨十五席。由於自公聯盟這次未改選的席次為七十五席,至少需獲五十席改選席次才能守住過半。

以東京放送電視台(TBS)為核心的日本新聞網(JNN)則預估,自民黨將拿卅三席、公明黨八席,共計四十一席;立憲民主黨廿六席,日本維新會七席、國民民主黨十七席、參政黨十六席,其他十八席。

去年十月後自民黨選舉三輸

另據NHK報導,自民黨這次預估只能拿到廿七至四十一席。一位日本前閣員向NHK表示,若自公兩黨無法在這次參院選舉維持過半,「石破茂應下台」。主因是自民黨在去年十月眾院大選、今夏東京都議會選舉已都輸,這次參院選舉再輸就是三輸。立憲民主黨、日本維新會、國民民主黨高層都已表態,不考慮與自民黨組成大聯合政府。

日本富士新聞網(FNN)報導,有關參院選後情勢,石破先前已與周邊人士商討去留問題。考量到日本與美國正進行關稅談判,處於關鍵時刻,石破有意續任首相,但最終決定還要依據自民黨最後議席數判斷。

日本各地投票所廿日上午七時(台灣時間同日上午六時)開始投票,大部分地區在晚間八時(台灣晚間七時)截止投票並隨即開始開票。日本參議員任期六年,每三年改選一半,這次改選「選區」席次七十五席與「比例代表」五十席,兩者分別有三百五十人和一七二人登記參選;候選人共計五二二人,女性占一五二人。

日參議院選舉席次 製表/高詣軒 圖/聯合報提供 (請至原網頁觀看統計圖)

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