IPEの果樹園2024
今週のReview
7/29-8/3
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US大統領候補、バイデン辞退 ・・・US大統領候補、ハリス ・・・US共和党、トランプ、ヴァンス ・・・ガザ、イスラエル、レバノン ・・・スターマー政権 ・・・UK政治 ・・・フェイク・ワールド、ロシア、陰謀論 ・・・グローバル・デジタル障害 ・・・EU政治 ・・・持続可能な開発 ・・・国際通貨、ユーロ、ドル ・・・ベネズエラ ・・・中国政治、安全保障、台湾 ・・・中国経済 ・・・ＡＩと金融ビジネス、金融市場 ・・・民主主義 ・・・気候変動 ・・・オリンピック ・・・インド ・・・Ｇ20、成長 ・・・Ｊ．ボールドウィン ・・・スーダン ・・・イラン ・・・ウクライナ、NATO ・・・移民 ・・・写真家のパワー ・・・テキサス、カリフォルニア ・・・バングラデシュ
［Review関連コラム集］
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主要な出典 FP: Foreign Policy, FT: Financial Times, The Guardian, NYT: New York Times, PS: Project Syndicate, VOX: VoxEU.orgそして、The Economist (London)
［これは英文コラムの紹介です．私の関心に従って，www.DeepL.com/Translator（無料版）、Google翻訳を基に修正し、要点を紹介しています．正しい内容は必ず自分で確かめてください．著者と掲載機関の著作権に従います．］
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● US大統領候補、バイデン辞退
The Guardian, Fri 19 Jul 2024
Donald Trump’s run of good luck could end this weekend – if Joe Biden does the right thing
Jonathan Freedland
NYT July 18, 2024
What Democrats Need to Do Now
By David Brooks
The Guardian, Sat 20 Jul 2024
Pity US voters their choice of leaders. Surely democracy is better than this?
Simon Tisdall
NYT July 20, 2024
Here’s the Hope if Biden Withdraws
By Nicholas Kristof
NYT July 21, 2024
Biden Made a Courageous Choice. Democrats Must Seize the Opportunity.
By The Editorial Board
NYT July 21, 2024
What Joe Biden Just Did Is Utterly Extraordinary
By Frank Bruni
NYT July 21, 2024
Aaron Sorkin: How I Would Script This Moment for Biden and the Democrats
By Aaron Sorkin
FT July 23, 2024
Biden’s late farewell
NYT July 22, 2024
Joe Biden, My Friend and an American Hero
By Jon Meacham
FP JULY 21, 2024
Biden Is Passing the Torch
By Julian E. Zelizer, a professor of history and public affairs at Princeton University.
PS Jul 23, 2024
Biden Rejects the Drug of Power
NINA L. KHRUSHCHEVA
FP JULY 21, 2024
Biden’s Legacy Depends on What Happens Next
By Michael Hirsh, a columnist for Foreign Policy.
PS Jul 24, 2024
Patriotic Grift
J. BRADFORD DELONG
NYT July 24, 2024
Jeffrey Katzenberg: Biden Did What Was Best for the Country
By Jeffrey Katzenberg
FT July 25, 2024
How Bidenomics will survive Biden’s departure
Alan Beattie
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● US大統領候補、ハリス
FT July 22, 2024
Joe Biden drops out of US election and endorses Kamala Harris
Lauren Fedor in Washington and James Fontanella-Khan in New York
FT July 22, 2024
Biden’s historic decision puts Kamala Harris in uncharted territory
Edward Luce
FP JULY 21, 2024
Biden Steps Aside, Endorses Harris, Upending Race for White House
By Robbie Gramer and Amy Mackinnon
The Guardian, Mon 22 Jul 2024
Kamala Harris is no dominating leader – and that may be her biggest strength
Simon Jenkins
The Guardian, Mon 22 Jul 2024
The post-Biden era may be uncertain for the Democrats, but for Trump it will be utterly dismaying
Simon Tisdall
FT July 22, 2024
Trump, Harris and a fear-filled campaign
Gideon Rachman
FT July 22, 2024
Why Harris should not just become the heir-apparent
Frank Luntz
FT July 23, 2024
Kamala Harris can’t count on American labour
Rana Foroohar
PS Jul 22, 2024
Will the Democrats Win After Biden’s Withdrawal?
RICHARD HAASS
NYT July 22, 2024
Al Sharpton: How Democrats Can Get the Campaign Back on Track
By Al Sharpton
FP JULY 22, 2024
How Harris Found Her Foreign-Policy Footing
By Aaron Mannes, a lecturer and research associate at the University of Maryland School of Public Policy.
FP JULY 22, 2024
How a Harris Administration Would Steer the Economy
By Cameron Abadi, a deputy editor at Foreign Policy, and Adam Tooze, a columnist at Foreign Policy and director of the European Institute at Columbia University.
FT July 24, 2024
What are Kamala Harris’s chances against Donald Trump?
Oliver Roeder and Eva Xiao in New York
FT July 23, 2024
Kamala Harris: a Gen X woman with Gen Z appeal
Sarah Churchwell
FT July 23, 2024
The problem with the coronation of Kamala Harris
Janan Ganesh
NYT July 23, 2024
Kamala Harris the Prosecutor Has the Edge
By Nicole Allan
FT July 24, 2024
Harris vs Trump: America’s sudden gender election
Edward Luce
PS Jul 24, 2024
What Democrats Can Learn from the Science of Cooperation
ANTARA HALDAR
NYT July 23, 2024
Hillary Clinton: How Kamala Harris Can Win and Make History
By Hillary Rodham Clinton
NYT July 24, 2024
The Most Ruthless Political Operator in the Country Is a Woman
By Jessica Bennett
NYT July 23, 2024
Democrats Deserved a Contest, Not a Coronation
By Bret Stephens
NYT July 25, 2024
Strong Women Are Driving Donald Trump Crazy
By Frank Bruni
NYT July 24, 2024
Democrats, All of Them, Must Protect Harris
By Charles M. Blow
NYT July 25, 2024
The Kamala Harris Report Card
By David Brooks
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● US共和党、トランプ、ヴァンス
FT July 20, 2024
The Republican blueprint for power contains the seeds of its own demise
Timothy Snyder
FT July 20, 2024
Donald Trump’s extraordinary week
NYT July 18, 2024
J.D. Vance Puts the Con in Conservatism
By Paul Krugman
NYT July 19, 2024
Trump’s Misguided Fascination with Tariffs
By Peter Coy
NYT July 18, 2024
Criticize Trump, but Don’t Demonize Him
By David French
FP JULY 19, 2024
The Irrelevance of J.D. Vance to U.S. Foreign Policy
By Jeremi Suri, the Mack Brown Distinguished Chair for Leadership in Global Affairs at the University of Texas at Austin.
FP JULY 19, 2024
Will an Assassination Attempt and VP Announcement Help Trump Win?
By Emma Ashford, a columnist at Foreign Policy and a senior fellow with the Reimagining U.S. Grand Strategy program at the Stimson Center, and Matthew Kroenig, a columnist at Foreign Policy and vice president and senior director of the Atlantic Council’s Scowcroft Center for Strategy and Security.
NYT July 20, 2024
The Seeds of This Political Disaster Were Sown Decades Ago
By M. Gessen
NYT July 20, 2024
The Republican Party Has a Split-Personality Problem
By David French
The Guardian, Sun 21 Jul 2024
Aristopopulists like JD Vance can offer only empty promises to the working class
Kenan Malik
NYT July 21, 2024
One of the Republican Convention’s Weirdest Lies
By David French
FT July 22, 2024
Trump 2.0 would not play out like Trump 1.0 in markets
Bhanu Baweja
PS Jul 23, 2024
A Hillbilly Elegy for Ukraine and the West
CARL BILDT
NYT July 23, 2024
Republican Populists Are Responding to Something Real
By Julius Krein
NYT July 22, 2024
Trump’s Cynical Attempt to Pit Recent Immigrants Against Black Americans
By Paul Krugman
NYT July 23, 2024
Attacking Kamala Harris for Not Having Kids Will Backfire
By Jessica Grose
NYT July 24, 2024
What the Trump-Vance Alliance Means for the Republican Party
By Thomas B. Edsall
FP JULY 24, 2024
The Trump/Vance Unilateralist Delusion
By Stephen M. Walt, a columnist at Foreign Policy and the Robert and Renée Belfer professor of international relations at Harvard University.
FP JULY 24, 2024
Now Trump Is the One With the Age Problem
By Howard W. French, a columnist at Foreign Policy.
FT July 26, 2024
Why breaking the rules is easy for Trump
Gillian Tett
FT July 25, 2024
Investors should beware the unwinding of Biden’s economic legacy
Abby Joseph Cohen
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● ガザ、イスラエル、レバノン
The Guardian, Fri 19 Jul 2024
Shellshocked, attacked, left to die – this is the reality for disabled people in Gaza
Jamal al Rozzi
FP JULY 19, 2024
Israel Is Stuck in the Year 2000
By Steven A. Cook, a columnist at Foreign Policy and the Eni Enrico Mattei senior fellow for Middle East and Africa studies at the Council on Foreign Relations.
PS Jul 22, 2024
Middle East Peace and the US Election
BRUCE ACKERMAN
FP JULY 23, 2024
Netanyahu’s Address to Congress Is a Campaign Rally
By Stephen Miles, the president of Win Without War, which works for a more peaceful, progressive U.S. foreign policy.
NYT July 23, 2024
Netanyahu Looks Like a Small Leader at a Historic Moment
By Thomas L. Friedman
NYT July 24, 2024
Can a Political Spectacle Make a Horror More Real?
By Megan K. Stack
FP JULY 24, 2024
Harris Candidacy Gives Democrats a Chance to Pivot on Gaza
By Matthew Duss, the executive vice president at the Center for International Policy.
FT July 25, 2024
The Middle East’s problems extend far beyond Gaza
Kim Ghattas
FP JULY 25, 2024
What Netanyahu Got From His Speech in Congress
By Aaron David Miller, a senior fellow at the Carnegie Endowment for International Peace, and Adam Israelevitz, a junior fellow at the Carnegie Endowment for International Peace.
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● スターマー政権
FT July 19, 2024
Starmer’s machismo state is preparing for battle
Camilla Cavendish
The Guardian, Sat 20 Jul 2024
Call off the search to discover Starmerism. It is already beginning to reveal itself
Andrew Rawnsley
FT July 23, 2024
Growth and cutting inequality must go hand in hand for Labour
Paul Johnson
FT July 23, 2024
‘Eat your greens’ politics brings its own dangers
Stephen Bush
PS Jul 24, 2024
Labour’s Economic Plan Lacks Keynesian Ambition
ROBERT SKIDELSKY
FT July 25, 2024
Tackling poverty will be the litmus test of Labour’s appetite for change
John McTernan
FT July 25, 2024
Investor appetite returns to Britain
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● UK政治
FT July 19, 2024
Change is under way at last in UK pensions
Toby Nangle
FT July 19, 2024
Even a PhD isn’t enough to erase the effects of class
Soumaya Keynes
The Guardian, Mon 22 Jul 2024
Populism has plenty of false promises to solve Britain’s problems. Labour will need to expose them
John Harris
FT July 22, 2024
Citizens should be asked to do more in UK politics
Martin Wolf
FT July 22, 2024
How to tax private equity properly
Patrick Jenkins
VoxEU / 22 Jul 2024
How to cut the UK debt interest bill
Sushil Wadhwani
The Guardian, Tue 23 Jul 2024
Our landmark book revealed the cost of inequality. Fifteen years later, things have only got worse
Richard Wilkinson and Kate Pickett
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● フェイク・ワールド、ロシア、陰謀論
FT July 20, 2024
In a fake world, a verification revolution is needed
Stuart Kirk
NYT July 19, 2024
Russia Punishes Those Who Seek the Truth
By The Editorial Board
FT July 23, 2024
Conspiracy theories are being baked into American politics
Hannah Murphy
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● グローバル・デジタル障害
FT July 20, 2024
Digital paralysis shows the dangers of e-globalisation
John Thornhill
The Guardian, Sat 20 Jul 2024
The Observer view on the global IT crash: lessons must be learned from CrowdStrike fiasco
Observer editorial
FT July 24, 2024
Lessons from the global IT outage
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● EU政治
PS Jul 19, 2024
Europe Must Clamp Down on Russian Oil Flows Through Turkey
MARTIN VLADIMIROV
FP JULY 19, 2024
Who Will Fill Europe’s Leadership Vacuum?
By Bart M. J. Szewczyk, a nonresident senior fellow at the German Marshall Fund and an adjunct professor at Sciences Po.
FT July 22, 2024
Europe’s prosperity depends on solving its budgetary conundrum
Paschal Donohoe
FT July 22, 2024
Isolated Germany fears a second Trump term
Guy Chazan in Berlin
FT July 23, 2024
The cost of Europe’s backlash against tourists
Barney Jopson in Barcelona
FT July 24, 2024
Immigration is both essential and impossible
Martin Wolf
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● 持続可能な開発
PS Jul 19, 2024
Rebooting the Sustainable Development Goals
JOHN W. MCARTHUR and ZIA KHAN
PS Jul 23, 2024
We Are All Biomass
SLAVOJ ŽIŽEK
NYT July 23, 2024
This Dirty Industry Is Better Off Operating in America
By Stephen Lezak
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● 労働
PS Jul 19, 2024
Is Greece’s Six-Day Work Week a Harbinger?
PINELOPI KOUJIANOU GOLDBERG
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● 国際通貨、ユーロ、ドル
PS Jul 19, 2024
The Euro and Its Imperial Ancestors
VICTORIA GIEROK
PS Jul 24, 2024
Why Are Stocks, Gold, and the Dollar Surging?
JEFFREY FRANKEL
PS Jul 25, 2024
Will Trump Get His Wish for a Weaker Dollar?
KENNETH ROGOFF
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● ベネズエラ
NYT July 19, 2024
This Is Venezuela’s Moment. It Needs the World’s Help.
By Roberto Patiño
FT July 20, 2024
Is the game up for Venezuela’s ruling party after 25 years?
Michael Stott
FP JULY 19, 2024
Venezuela’s Strongman Could Actually Lose
By Tony Frangie-Mawad, a Venezuelan journalist.
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● 中国政治、安全保障、台湾
FP JULY 19, 2024
China’s Nuclear Taboo Isn’t as Strong as It Seems
By Changwook Ju, an incoming postdoctoral scholar at Stanford University’s Center for International Security and Cooperation, and Joshua Byun, an assistant professor of political science at Boston College.
FT July 21, 2024
Taiwan’s military drills turn serious as China threat escalates
Kathrin Hille in Taipei
FT July 21, 2024
The lightness of Beijing’s third plenary
FP JULY 23, 2024
China and the U.S. Are Careening Toward a South China Sea Crisis
By Craig Singleton, a senior China fellow at the Foundation for Defense of Democracies.
FP JULY 23, 2024
China’s Leaders Just Held a Third Plenum. So What?
By Nick Frisch, a resident fellow at Yale Law School’s Information Society Project.
PS Jul 24, 2024
China Is Exporting Its AI Surveillance State
MARTIN BERAJA, DAVID Y. YANG, and NOAM YUCHTMAN
FP JULY 24, 2024
Solving the China Challenge in Mexico
By Connor Pfeiffer, the director of congressional relations at FDD Action and a senior advisor at the Forum for American Leadership, and Ryan C. Berg, the director of the Americas program at the Center for Strategic and International Studies.
FP JULY 23, 2024
China Tries to Play Power Broker Among Palestinians
By Amy Mackinnon, a national security and intelligence reporter at Foreign Policy.
FT July 25, 2024
Macau’s Portuguese strive to preserve their cultural heritage
William Langley
NYT July 25, 2024
Beijing Can Take the South China Sea Without Firing a Shot
By Oriana Skylar Mastro
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● 中国経済
FP JULY 20, 2024
The Hidden History of China’s Post Office
By Weipin Tsai, a historian of modern China at Royal Holloway, University of London.
FP JULY 23, 2024
Chinese Migrants Aren’t an Invading Army
By Gil Guerra, an immigration policy analyst at the Niskanen Center, and Channing Lee, an associate director for foreign policy at the Special Competitive Studies Project.
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● ＡＩと金融ビジネス、金融市場
FT July 20, 2024
How Wall Street needs to adapt to AI
Juan Luis Perez
PS Jul 25, 2024
Navigating Today’s Frothy Financial Markets
DAMBISA MOYO
PS Jul 25, 2024
The Factors Behind US Investor Confidence
MOHAMED A. EL-ERIAN
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● 民主主義
NYT July 19, 2024
Our Solution to the Crisis of Democracy
By Daron Acemoglu and James A. Robinson
The Guardian, Mon 22 Jul 2024
How Taiwan bucked a global trend – and restored voters’ trust in politics
Polly Curtis
PS Jul 22, 2024
As Disinformation Thrives, Democracy Dies
NISHANT LALWANI, MAHA TAKI, and JAMES DEANE
PS Jul 23, 2024
Impunity for Authoritarians Fuels Political Violence
MACIEJ KISILOWSKI
NYT July 24, 2024
There Is an Antidote to Political Violence
By Alex Kingsbury
FT July 25, 2024
A tale of three very different elections
Simon Kuper
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● 気候変動
FP JULY 20, 2024
The Hidden Tradeoffs of Climate Policy
By Seaver Wang, the co-director of climate and energy at the Breakthrough Institute, and Ted Nordhaus, the executive director of the Breakthrough Institute.
FT July 21, 2024
We must not mistake China’s success on green energy for a global one
Brett Christophers
PS Jul 22, 2024
The Dead Hand of Neoliberalism Is Blocking Green Growth
LAURA CARVALHO
FT July 24, 2024
The dangerous effects of rising sea temperatures
Attracta Mooney, Steven Bernard and Jana Tauschinski
FP JULY 24, 2024
Biden’s Last Chance at Climate Diplomacy With China
By Lili Pike
FT July 25, 2024
Businesses are counting the likely cost of ‘heatflation’
Leo Lewis
PS Jul 25, 2024
Can Central Banks Still Go Green?
LUCREZIA REICHLIN
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● オリンピック
FP JULY 20, 2024
The Olympics Have a Dirty History—Literally
By Madeleine Orr, an assistant professor of sport ecology at the University of Toronto.
FP JULY 23, 2024
The Threat Against the Paris Games
By Tore Hamming, a non-resident fellow at the International Centre for the Study of Radicalisation, King’s College, and Colin P. Clarke, the director of research at The Soufan Group and a senior research fellow at The Soufan Center.
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● インド
FT July 21, 2024
Stop worshipping at the feet of the wealthy
Jemima Kelly
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● Ｇ20、成長
PS Jul 22, 2024
A Growth Agenda for the G20
PAOLA SUBACCHI
FT July 23, 2024
Why I am now optimistic that economies can break out of a rut
Mohamed El-Erian
PS Jul 23, 2024
How the G20 Could Help Eliminate Hunger and Extreme Poverty
KEVIN WATKINS
PS Jul 25, 2024
A New Worldview for Troubled Times
DENNIS J. SNOWER
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● 国際刑事裁判所ＩＣＪ
FT July 24, 2024
The ICJ’s damning verdict
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● Ｊ．ボールドウィン
FT July 23, 2024
The lasting legacy of James Baldwin
Nilanjana Roy
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● 革新と独占
PS Jul 23, 2024
Mordecai Kurz
Says More…
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● スーダン
FP JULY 22, 2024
U.S. Works to Revamp Peace Process for War-Torn Sudan
By Robbie Gramer
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● イラン
FP JULY 23, 2024
The U.S. Should Negotiate With Iran on One Issue Right Now
By Trita Parsi, the executive vice president of the Quincy Institute for Responsible Statecraft, and Sajjad Safaei, a postdoctoral fellow at Germany’s Max Planck Institute for Social Anthropology.
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● ウクライナ、NATO
FP JULY 23, 2024
NATO Grapples With a New Long Game Against Putin
By Jack Detsch, a Pentagon and national security reporter at Foreign Policy.
The Guardian, Wed 24 Jul 2024
Russia is lying about its economic strength: sanctions are working – and we need more
Eight European finance ministers
FT July 24, 2024
Western companies are still fuelling Putin’s war machine
Elina Ribakova
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● 女性
FT July 24, 2024
Italy is tying itself in knots over business gender quotas
Amy Kazmin in Rome
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● 移民
NYT July 23, 2024
Immigration Is Great for Jobs, Actually
By Paul Krugman
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● 写真家のパワー
FP JULY 24, 2024
How Platon Photographs Power
By Ravi Agrawal, the editor in chief of Foreign Policy.
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● テキサス、カリフォルニア
FT July 25, 2024
Will US companies keep faith in the ‘Texas miracle’?
Myles McCormick in Houston
FT July 25, 2024
California’s anti-AI bill undermines the sector’s achievements
Anjney Midha
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● バングラデシュ
PS Jul 25, 2024
An Arab Spring for Bangladesh?
M. NIAZ ASADULLAH
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How to raise the world’s IQ
Political economy: No business like sow business
Politics in Japan: Negative nonsense
Banyan: The Rorschach nation
CHAGUAN: What China means by “peacemaking”
（コメント） 世界のIQが高くなったのはなぜか？ これから技術革新が重要になる時代に、IQを高める方法は何か？ その国はどこか？ 特集記事は世界の学校教育が問題に直面している、と言います。しかし、説得的とは思いませんでした。
最も興味を引いたのは、インドの農業です。生産性が低く、大規模な先代的失業者を抱え、インドの貧困の源です。この部門が生産性を高めて成功することに答えがある、という記事です。貧困層への福祉給付ではない。食糧価格や肥料への補助金でもない。記事は、高品質のコーヒーを育てて所得水準は10倍になったケースを紹介しています。
全て賛成するわけではないですが、これはアーサー・ルイスの再発見です。
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IPEの想像力 7/29/2024
観光に対する過剰な期待、過剰需要と「資源の呪い」を解決する取り組みが必要です。FTの記事（The cost of Europe’s backlash against tourists）は、観光ビジネスに肯定的ですが、私は「反成長」に賛成です。
自然であれ、文化であれ、歴史であれ、その魅力を営利活動の競争に任せるなら、過剰開発や自然破壊、植民地化に終わります。
熱海の海岸、祇園祭、日本アルプス、世界遺産、宗教や偉人の足跡だけでなく、映画・ドラマの聖地巡礼。その需要が土地における生産構造や所得分配を変え、政府の限界を超えるとき、産業空洞化、破綻国家、独裁、難民、内戦をもたらす「石油の呪い」に向かいます。
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四国の霊峰、石鎚山に登りました。ヤマレコに写真を載せています。
https://www.yamareco.com/modules/yamareco/detail-7079626.html
頂上山荘に泊まって、山の上で日没と夜明けが観たい、と思ったのです。頂上に至るアクセスが改善されて、多くの人は日帰り登山のようです。
私のような登山初心者が2000メートルに近い山に登れるのは、ルートがていねいに整備されているからです。鎖やロープ、鉄の階段もありますが、その多くは段差を抑えた無数の木の階段です。それは延々と、蝶が遊ぶ林の中を、縫うように作られています。
一度だけ、木造の支柱と階段を設置する作業に遭遇しました。例えば、彼が1段の設置に30分？を要するなら、1000段、2000段の階段に費やされる作業の時間は桁外れです。
それだけでなく、私は往路に新幹線や瀬戸大橋を利用し、帰路は伊予西条からの高速バス、神戸・三ノ宮から奈良直通の快速急行に乗りました。それらのインフラ建設には莫大な投資がなされています。
尋常でない暑さです。地上に比べて10度低いだけでなく、風がさわやかです。しかし、まったく残念でした。この好天は東北地方における水害と同時に起きました。化石燃料や森林伐採、温暖化のせいだと思います。
日没と日の出に合わせて、頂上社の神事に立ちあいました。神道に無縁の私にも、人間が抱く怖れと希望の感覚はあるのでしょう。神々の去来する薄暮と暁の光が、世俗の懸念や慢心を断ち切る、自然への敬いを教えてくれるようです。
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弥山から天狗岳にもわたりました。両側が切り立った絶壁に近い峰を、マークを探しながら、慎重に進みます。
弥山からお父さんが進むのを見守る子供たちと母親がいました。今、挑戦者は1人だけです。私にも行けるかな、と、鎖を持って岩を降ります。そして、危険なルートを知りました。私なら、子どもたちを止めるでしょう。
前日、登山家の中島健郎が滑落したらしい、というニュースを聞きました。
天狗岳への進路は閉じるべきです。弥山からその姿を堪能し、神々の集う静寂に立ちあって、人間の愚かな行いや、殺戮をいとわない権力欲、富への妄執を反省し、争いを鎮める神気に触れたいです。
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