这波操作直接把全球资本看傻，原来经济殖民地也有掀桌子的一天？ 12月1日，日本央行行长植田和男一句话炸翻市场，12月会议要权衡加息，把利率从0.5%上调到0.75%。 别觉得这0.25%的涨幅不起眼，要知道日本可是把低利率玩了30年的老玩家，近三十年利率几乎躺平在零点，相当于贷款基本白嫖，这种日子突然要结束， 背后全是血泪史。 今天的这篇文章，主要是分析日本12月加息背后的双重逻辑，是对美国不撑腰的反制性掀桌，也是应对国内民生级通胀的自救，这波操作将如何搅动全球金 融格局、给美国美债带来致命冲击？ 国际金融圈最近上演了一出年度大戏，以前对美国言听计从的乖小弟日本，突然硬气起来要加息，明摆着就是给大漂亮甩脸子，你不帮我撑腰，我就砸你美 债的饭碗！ 说起来日本也挺魔幻，国民跟打了鸡血似的搞生产，每天跟机器人似的连轴转，造出来的汽车、电子产品风靡全球，结果经济硬是停滞三十年。 这哪是天谴，分明是被大漂亮拿捏得死死的。经济学原理说白了就像段子，一个人拼命干活却赚不到钱，肯定是劳动成果被人偷了，偷日本成果的，正是美 美国拿捏日本的杀手锏就是低利率。日本利率近三十年几乎为零，相当于贷款不用付利息，就算借100年也没压力。 ...

Group 1 - India has taken a strong stance against US financial firms, specifically targeting JaneStreet with significant fines and trading bans, indicating a shift in its approach to foreign investment [1] - JaneStreet earned $4.3 billion in profits within two years in India but faced a temporary trading ban and the confiscation of $5.8 billion (484 crore INR) due to alleged market manipulation, leading to total losses of approximately $4.87 billion [1] - The incident reflects a broader trend where foreign companies are struggling in the Indian market, with 2,783 foreign firms shutting down operations in the past seven years, averaging one exit every eight hours [5][4] Group 2 - The Indian market has become increasingly hostile for foreign businesses, with significant challenges such as tax intimidation and regulatory hurdles, exemplified by Xiaomi's assets being frozen and high-profile executives being arrested [7] - In 2024, foreign direct investment in India plummeted to just $2.6 billion, a nearly 90% decrease year-on-year, indicating a severe decline in investor confidence [8] - Major companies like Ford and Disney have exited the Indian market after incurring substantial losses, highlighting the difficulties faced by foreign enterprises [5] Group 3 - India's regulatory environment is perceived as a double-edged sword, as it seeks to attract Western capital while simultaneously fearing loss of economic sovereignty, with foreign ownership constituting 18% of the Indian stock market [12] - The country is experiencing a capital flight risk, with external debt significantly exceeding foreign exchange reserves, raising concerns about potential financial crises [12] - The Indian government's attempts to stimulate manufacturing through initiatives like the Production-Linked Incentive (PLI) scheme have largely failed, with over half of the participating companies not meeting their targets [10][11]