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Openai/69401093-f800-800a-94fc-a5d69db9f764
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===== 地政学ショックが起きると、円は必ずしも安全通貨として一方向に動くとは限りません。資源輸入国である点が効くからです。 ===== したがって、対策は「為替を当てる」ではなく、 * 外貨獲得(経常面) * 対外投資収益(所得面) * エネルギー調達とヘッジ(交易条件面) を積み上げて、円の脆弱性を構造で薄めることです。
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