The $275 Trillion Cash Pile: Why Japan’s 0.75% Rate is a Tech Catalyst
Автор: Asia Tech Macro
Загружено: 2026-01-23
Просмотров: 8
Описание:
While everyone is obsessing over the BOJ’s interest rate hike, the real gravity of the tech world just shifted to a record ¥275 Trillion cash pile. Is Japan’s tech revival just a "weak yen" trade, or something structural?
In this episode of Asia Tech Macro, Alex (ex-Hedge Fund Analyst) and Maya (Tech Founder) dive into the January 23rd BOJ decision and its impact on the $56B tech CAPEX shift to Kyushu. We also expose the "Ghost Supply Chain" in ASEAN and the brutal reality behind India’s iPhone assembly numbers.
#AsiaTechMacro #BOJ #Semiconductors #SKHynix #Samsung #MacroEconomy #JapanTech #IndiaManufacturing #Investing2026
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