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报应来了!日元剧烈贬值,日方发出强烈警告,日本经济要完?
Sou Hu Cai Jing· 2025-11-26 15:11
Group 1 - The recent depreciation of the Japanese yen is characterized as a sharp and dramatic decline rather than a gradual one, with the exchange rate nearing 157.3:1 against the US dollar, marking a single-day drop of 1.8% [1] - The Japanese government, particularly Finance Minister Katsuyuki Kitagawa, has issued strong warnings and appears ready to intervene in the market due to the alarming currency situation [1][3] - The yen's depreciation has not led to an increase in exports but has instead resulted in soaring import costs, pushing inflation to unprecedented levels, with core CPI rising 3.0% year-on-year as of October 2025 [5][12] Group 2 - The yen has depreciated over 50% since 2021, from 102 to over 157, leading to significant economic challenges, including rising costs of essential goods like rice and eggs [5][14] - The government’s economic stimulus package of 21.3 trillion yen (approximately 96.56 billion RMB) has exacerbated the situation, relying heavily on issuing more government debt, which has led to a sell-off of Japanese bonds [7][9] - Japan's national debt has reached twice its GDP, and the rising bond yields indicate a loss of market confidence, with 40-year bond yields hitting a historic high of 3.695% [7][9] Group 3 - The political landscape under Prime Minister Kishi has contributed to the crisis, with aggressive policies leading to a disconnect between political actions and economic realities, resulting in a self-inflicted economic downturn [3][10] - The tourism and retail sectors are suffering due to strained relations with China, which has halted imports of Japanese seafood and discouraged Chinese tourists, further impacting Japan's economy [10][12] - The ongoing capital flight from Japan, as investors lose faith in government policies, has led to a significant drop in the stock market, with a 2.4% decline observed recently [12][16] Group 4 - The current crisis reflects a broader failure of economic policy, where the yen's depreciation has not translated into competitive advantages but rather into increased living costs for citizens [12][18] - The situation poses a risk of escalating tensions with the US if Japan attempts to intervene in the currency market, potentially leading to further economic isolation [16][18] - The overall outlook for Japan's economy is grim, with the potential for a complete policy failure if current trends continue, leading to a significant political and economic crisis [18]
恒大2号人物夏海钧现身美国:恒大暴雷后,他凭什么岁月静好?
Sou Hu Cai Jing· 2025-08-19 19:51
2025年夏天,美国加州尔湾一个名叫"62 Como"的豪宅里,住着一位"退休总裁"和他的12岁儿子。他叫夏海钧,曾是中国地产帝国恒大最风光的"二当家", 如今,却是全球债权人眼中的"头号逃逸者"。 而与此同时,郑州某烂尾楼的业主老王,正踩着没铺好的钢筋爬上 18 楼,给自家毛坯房的窗户贴上塑料布 —— 这已经是他第 17 次来查看施工进度了。 一个在海外豪宅岁月静好,一个在烂尾楼里苦苦等待。 恒大暴雷 4 年后,这样魔幻的对比还在持续上演。最近香港法院冻结夏海钧 600 亿资产的消息,让这个曾经的 "打工皇帝" 再次被推上风口浪尖。 可老百姓更关心的是:他转移到美国的 3 亿豪宅能不能追回来?那些掏空六个钱包买房的家庭,什么时候才能住进自己的家? 夏海钧的操作,简直是教科书级别的 "跑路示范"。2007 年他加入恒大时,许家印拍着他的肩膀说:"老夏,跟着我干,保证你这辈子不愁钱花。" 这话还真 没说错,只不过最后是在恒大爆雷后,夏海钧带着钱跑到了美国。 第一步:高薪套现,悄悄铺路 2017 年,夏海钧的年薪高达 2.7 亿,平均每天进账 74 万,比很多上市公司一年的利润还多。那时候恒大的债务已经像滚雪球一 ...