円の独歩高はどこまで進行するのか。とてもいままでの考え方では駄目だ。要するに原油を買うためには円高歓迎だが、工業品を売るため、景気向上のためにはノーだ。
だから、中国元と韓国ウォンを選択的に高くすればいいのだ。 中国元はさすがに１元２０円にするのは骨だが、ウォンは１円１１ウォンから始めて１円７ウォンまで誘導するのは諸政策を駆使すれば可能ではないか。欧米主導の為替の形成をまるで天が与えた所与の結論と考える事自体が円高不景気の原点である。
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