平井俊顕ブログ (ヤフー）

イオン、大卒新規１千人を海外採用で 新年度、全体の約３分の１

こうした動きは加速度を増すことであろう。国内市場の低迷（小売業は長年低迷している。百貨店などは１０数年もそうである）するなか、伸びしろのある海外市場に出て行くことは企業として当然の動きだ。下向きな話が多い中、ガンバレといいたくなる。

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イオン、大卒新規１千人を海外採用で　新年度、全体の約３分の１
産経新聞 2月1日(水)13時31分配信
　イオンは１日、２０１２年度に新規採用（中途含む）する大卒クラスの社員約３０００人強のうち、最大で約３分の１に当たる１０００人強を中国、東南アジアを中心とする海外現地法人で採用する計画を明らかにした。消費拡大が見込まれるこれら新興国市場での事業展開を加速するねらいがある。
　同社は月内にも、中国・北京に中国本社を、マレーシア・クアラルンプールにアセアン本社（仮称）をそれぞれ設立する予定で、社員はこの２つの本社や中国、東南アジア各国にあるグループの駐在員事務所などで勤務する。
　１１年度は新規採用者数約２０００人のうち２割強が海外現地採用で、１２年度は全体の採用数とともに海外での採用数を引き上げた。
　１３年度の新規採用は５０００人規模を計画しており、海外での現地採用も引き続き増える可能性があるという。
　日本で採用した社員はまずは国内で研修、店舗での経験を積むが、将来の海外勤務を奨励する。反対に、海外で採用した社員が日本で勤務する場合もある。
　同社は海外での事業展開に力を入れているところ。現在、中国やタイ、フィリピン、マレーシアなどで総合スーパーマーケット（ＧＭＳ）やコンビニエンスストア、金融事業などを展開。インド、カンボジアにも駐在事務所を設置してスーパーマーケット出店などの事業展開に向けて準備している。

アイルランドのバブル

アイルランドのバブル

アイルランドの首相がダボス会議で、「アイルランドのバブルは人々が熱狂的に借りまくったから」というコメントをしたことがアイルランドで批判を受けている。しかし、間違ってはいない。一番責任のあるのが、銀行、不動産業者、そして政治家だが、それに乗って国民も不動産投機に熱狂したのも事実であるから。
　ダブリンの当時の様子が描かれている。タクシーの運ちゃんが客に、自分がいかに不動産に投資しているのかを自慢げに語る話、自宅のガレージを改装して豪華な電化製品を調達してそこに子供たちを住まわせるとか、黒海で不動産を買い、ベルリンで不動産を購入する・・・こういったことがフツーの庶民が我先に行っていたのだから。
　そしてバブルの破裂。膨大な不動産が売れ残り、不動産価値は下がり、アンダーウォーター状態に陥り、・・・
　いまでは居酒屋の主人は友人を連れてきたらお金を君に払ってくれるかもしんよ。外国人以外は客足はパッタリと途絶えているから。

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Enda Kenny and the inconvenient truth about Ireland's economic crash
The taoiseach's remark that people 'went mad with borrowing' provoked protest, but few said stop when the good times rolled
• Henry McDonald in Dublin
• guardian.co.uk, Tuesday 31 January 2012 16.04 GMT
Enda Kenny and the inconvenient truth about Ireland's economic crash
This article was published on guardian.co.uk at 16.04 GMT on Tuesday 31 January 2012. A version appeared in the Guardian on Wednesday 1 February 2012. It was last modified at 20.10 GMT on Tuesday 31 January 2012.

Enda Kenny at a session of the World Economic Forum in Davos, Switzerland this month.
During the boom years in Ireland when you used to have to pay for the privilege to enter some Dublin pubs even before forking out more than ¤5 at the bar for a pint of beer, the nation's taxi drivers had a favourite, repetitive boast. In between moans about there being "too many bleedin' foreigners" and who they had in the back of the cab once, Irish cabbies, particularly Dublin drivers, couldn't wait to tell you about their property portfolios.
They would regale you with tales of how they were just back from the Costa Brava having bought two duplex apartments next to an 18-hole golf course, or that they and their siblings had just purchased a series of buy-for-rent flats at Sunny Beach on the Bulgarian Black Sea. Back at home meanwhile they had just got planning permission to turn the garage beside their humble two-up-two down semi in Finglas into a games room for the kids which would be equipped with the latest plasma 36" TV screens, full-size pool table, sofa beds for sleepovers, fridges, microwaves and all the other mod cons to keep their offspring happy and out of mum and dad's hair.
All these domestic and foreign investments were of course fuelled by bank and building society loans based on the seemingly never-ending rise in equity on their homes. At the height of the Celtic Tiger prosperity in the first half of the last decade, houses prices, like Irish GDP, started to outpace the cost of home ownership in the most affluent parts of the UK.
From the dank gloom of early 2012 this collective spending spree appears like an orgiastic aberration, a blip of boom in the history of a nation more used to struggle, austerity and sacrifice. In short, for nearly a decade, the Irish did go mad before the bust brought them back to earth with a bone-shattering bump.
Which makes it all the more puzzling to understand why there has been so much outrage over the last few days about remarks Enda Kenny made at the Davos economic summit last week. During a question-and-answer session about the Irish economy, the taoiseach told his audience that the Irish bubble had burst because "people went mad with borrowing." Elaborating on this, Kenny added: "The extent of personal credit, personal wealth created on credit, was done between people and banks – a system that spawned greed to a point where this went out of control completely with a spectacular crash."
Kenny's comments provoked a storm of protest from the opposition benches of Dáil Éireann, such as Sinn Féin who pointed out accurately that his Davos remarks completely contradicted what the Irish premier had said prior to last December's cost-cutting austerity budget. Softening up the Irish public for a round of cuts and tax hikes, the taoiseach used a live televised address to explain why the government had to slash programmes and raise VAT. One of Kenny's first lines was the current economic mess his government was now dealing with was "not your fault", the implication being that the real fault lay with the builders and speculators, and their chums in the Irish banks who loaned them billions to construct new homes and offices that no one really needed.
However, the truth is it wasn't just the so-called "golden circle" of property developers, bankers and politicians – the latter rail-roading through Irish planning laws to get these projects built – who fuelled the credit-based boom; a huge number of ordinary Irish citizens also placed their bets in the casino-economy, believing that rising equity loaded the dice in their favour.
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ギリシアの２つの交渉状況の混乱

ギリシアの２つの交渉状況の混乱

アテネでは、ヘアカット交渉（ＩＩＦ）と第２回目のベイルアウト交渉（トロイカ）が同時並行的に行われているが、難航している。
　ヘアカットでは、銀行側が予想よりもカット率が高いという不満をもっている。ベイルアウトでは、トロイカがギリシアに超緊縮財政をさらに要求しており、しかも１歩も引き下がらない様子。そしてヘアカット交渉を妥結しないとベイルアウトはしないと主張している。
　政府は、協力してくれている政党に超緊縮政策案に支持をくれるように懇請している。政治家は４月頃に総選挙を控えており、トロイカの提案には反対の立場をとっている。いまだに交渉は混乱状態にある。
　ドイツ、オーストリア、オランダとＰＩＩＧＳの経済状態は正反対になっている。失業率は極端に異なる。
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Greek officials attack EU and IMF as debt talks stall
Prime minister Lucas Papademos calls crisis meeting to ask backers for further concessions after 'tough and honest' discussions in Brussels and Frankfurt
• Phillip Inman and Helena Smith
• guardian.co.uk, Tuesday 31 January 2012 19.37 GMT

Greece's prime minister Lucas Papademos returned from negotiations with the troika in sombre mood.
Greek officials launched a vociferous behind the scenes attack on European Union and International Monetary Fund negotiators as talks in Athens over the country's mounting debts appeared to stall.
Prime minister Lucas Papademos told aides that a crisis meeting of party leaders would be called as early as Thursday to thrash out a response to an increasingly intransigent negotiating team sent by Brussels, which is demanding severe austerity measures before sanctioning a further €130bn (£109bn) of bailout funds.
Papademos, the economist temporarily heading a transition government in Athens, wants party leaders backing his administration to make further concessions to bring talks to a swift end.
Papademos and his team of aides returned in sombre mood on Tuesday from a round of talks in Brussels and Frankfurt at the offices of the European Central Bank (ECB), despite relief that a German proposal to install an EU commissioner in Athens, with special oversight of Greek finances, had been quashed.
One aide said: "All round there is an understanding that the situation is quite dramatic. Our discussions in Brussels were tough and honest with things being laid out in an austere manner.
"We understand how difficult it is for MPs who are now faced with the hard option of voting through another round of austerity measures but the stakes are very high and one of our greatest concerns is that they don't understand just how high they are."
Athens is holding parallel talks with private creditors over a 50% writedown of its debts while also meeting a troika of negotiators from the EU, IMF and ECB over a new bailout fund. Greece must obtain agreement for further bailout funds to be released before it can conclude the deal with its private creditors. Talks with private creditors, which are expected to slice an estimated €100bn from Greece's €350bn debt pile, have faced difficulties following objections from banks that they are being asked to take bigger losses than they expected after a deterioration in the outlook for the Greek economy.
However, finance minister Evangelos Venizelos put on a brave face publicly and said that he believed an agreement on the debt swap was close. "We are one step [away]. I would say it is a formality away from finalising (the debt relief agreement)," Venizelos told a news conference. "The next few days will determine what happens over the coming decade."
On the negotiations over the bailout funds, Greek MPs have objected to demands by the troika for further wage cuts and reductions in the minimum wage.
"The troika doesn't appear to be willing to accept any concessions whatsoever on reducing the minimum wage and scrapping bonuses," said the government aide. "No political party is willing to move either, saying wage cuts are a red line they are simply not going to cross. You tell me how this is going to be resolved. We have no idea and we're very worried."
The deadlock in Athens followed poor unemployment data for the eurozone that revealed a widening split between the continent's rich north and indebted south.
Figures for December showed unemployment at a record high of 10.4%. Spain's unemployment stands at a staggering 22.9% and Greece's is not far behind at 19.2%. Germany's unemployment rate fell to 6.7% in January, separate figures showed, a new record low since figures for a unified Germany were first published, while Austria boasted the eurozone's lowest jobless rate at 4.1%, followed by the Netherlands at 4.9%.

再度のEUサミット

再度のEUサミット − 1月30日、EUサミットが開かれた。 「財政協定」 (fiscal compact.「経済・貨幣統合での安定・協同・統治条約」と名づけられた) の承認が中心議題であり了承された。イギリスはこれに参加しないものの拒否権の発動はなかった。財政協定はEU条約外の問題 (26カ国の問題) となり、イギリスはオブザーバーとして残るかたちになった (イギリスではユーロ懐疑派が、「財政協定」にEU機関が利用されるのを阻止するための法廷闘争をキャメロンに要求している。首相は「われわれの国益が脅かされる場合に行動をおこす。このことを注意深く見守っていく」と応えている)。
もう１つの議題は「賢明な成長」戦略であるが、これは中期的な構造改革を意味している。ポーランドのサミットへの議席問題 ― フランスが反対していた ― は複雑な妥協がなされた。
ギリシア問題 − 依然としてIIFとのヘアカット交渉が続いている − は正規の議題としては取り上げられず、ドイツのアテネへのコミッショナーの常駐案も取り上げられなかった (トロイカは20億ユーロのさらなる財政支出カット、15万人の公務員削減、司法、軍事、健康、教育システムの改革を要求する始末である)。
　モンティをはじめ幾人かの指導者は、EFSFと恒久的機関として創設を予定しているESMの合併によりベイルアウト能力を増強する提案をしたが、メルケルは3月に検討する、と応じた。なおESMについては、ドイツがより巨額の拠出をするようにIMFが要請しており、それにアメリカ、イギリス、イタリア、フランス、オーストリアが支持を与えている。

The EU summit
A deal, but to what end?
Jan 31st 2012, 0:18 by The Economist | Brussels

BY THE standards of past summits, European leaders finished early—shortly before 10pm on January 30th. And by the acrimonious standards of past gatherings, notably last month’s bust-up with Britain, this event was uneventful, even amicable. Agreement was reached on the fiscal compact, the new treaty to toughen budget rules, in record time: less than two months.
A final row between France and Poland over who gets to attend which summits was resolved with a complicated compromise. This involves variable configurations of meetings involving 17 countries (the euro zone), 23 (the largely-forgotten Euro-Plus Pact, 25 (the signatories of the fiscal compact), 27 (all EU member states, still in charge of the single market) and 28 (involving soon-to-join Croatia).
It shows that, at the very least, European leaders can negotiate rapidly when they have the political will to do so—and when the British and the Czechs decide to step aside. Whether electorates will be quite so quick to shackle themselves to Germanic fiscal rules is another matter.
But did the leaders achieve anything useful to stem the crisis in the latest of their interminable summits? Their compact—now called the “treaty on stability, co-ordination and governance in the Economic and Monetary Union”, has as its main aim the imposition of balanced-budget rules on members. This may be a useful discipline in good times. But many worry that, at a time of widespread crisis, such pro-cyclical rules risk imposing too much austerity too widely, thus darkening the spectre of recession and making it even harder to balance budgets. This may explain why leaders suddenly want to be seen talking about their plan (declaration is here in PDF) for growth and jobs, particularly in tackling the problem of youth unemployment.
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