观点新型冠状病毒

Japan sets out its stall but visitors may not buy
外国游客重返日本可能不会买的东西

Foreigners able to return post-pandemic will find bargains in consumer goods — yet the picture for investors is different
刘易斯:随着日本放开疫情限制措施,重新到来的外国游客可能趁着日元贬值大肆购买,但投资者或许会对日本保持“低配”。

Japan’s latest mental agility puzzle involves looking around this most glittering and delicious of consumer societies, fumbling with the anaemic yen in your pocket and calculating how ludicrously cheap the whole place will feel to a foreign visitor.Morning television show hosts, seasoned economists, TikTok influencers; limited-edition Puma trainers, Samurai Mac burgers, iPhone 14s. Anyone can play, and everything looks (to a holder of dollars buying yen at a 24-year low) like an absolute bargain.

日本一种测试思维敏捷性的新式游戏是这样玩的:在这个最光鲜怡人的消费社会四处找找,摸摸自己口袋里没多少购买力的日元,再算一算,如果一个外国游客来到这里,他会觉得整个商场的东西都便宜到了多么不可思议的程度。

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