EPISODE · Apr 11, 2026 · 21 MIN
Japanese economy and Yen devaluation
from Ray 财经talk
By contrasting the historical balance sheet recession with future trends of an aging population and automation, this research aims to dissect the long-term depreciation pressures facing the Yen. The proposal focuses heavily on the complex impacts of high energy prices, de-globalization, and the national AGI (Artificial General Intelligence) policies of China and the US on Japan's international competitiveness. Furthermore, the content addresses the controversial discussion of US capital extraction (or 'harvesting') from Japan, as well as a cost-effectiveness analysis of investing in Japanese assets using foreign currencies amidst exchange rate frictions. Ultimately, the research plan aims to forecast the trajectory of the Yen against the US Dollar and the Chinese Renminbi over the next five to fifteen years.
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Japanese economy and Yen devaluation
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