Скачать или смотреть China Just DESTROYED Japan's Economy - The Retaliation Nobody Saw Coming

A senior Japanese official made public comments about Taiwan. Within 24 hours, China responded with the most comprehensive export control regime Asia has seen in decades—restricting over 800 categories of goods classified as military or dual-use items. Japanese stock markets dropped 1.2% in a single trading session. This isn't diplomacy. This is economic warfare, and the math shows Japan cannot win.
This video breaks down why Japan is trapped in what economists call a "doom loop": trade disruption weakens the yen → weak yen raises import costs → inflation forces Bank of Japan to tighten policy → tighter policy stresses bond markets (yields hit 25-year highs) → bond stress reduces fiscal space → reduced fiscal space limits response to trade pressure → cycle repeats.
The numbers are devastating: Japan imports $167 billion from China annually (22.5% of all imports), including 72% of rare earth elements critical for semiconductors and EVs. China's exposure to Japan? Just 5%. Chinese tourism represents 7% of Japan's economy—Shiseido stock crashed 11% in one day when travel warnings hit. Japan's new $110 billion stimulus focuses on semiconductors and EVs, but every component depends on materials China controls (100% of gallium/magnesium, 70% of global magnets).
Meanwhile, the US cannot rescue Japan because Trump's tariff regime created its own crisis: aluminum premiums at $2,000, steel duties exceeding 30%, infrastructure gap of $3.7 trillion, and every dollar of industrial output now requiring $2 in spending.
🎯 What's Covered:

Complete breakdown of China's 800+ category export restrictions
Why Japan's 230% debt-to-GDP ratio makes this crisis existential
Rare earth dependency: 72% from China, zero alternatives
Bond market panic: 30-year yields at record 3.52%
Tourism collapse impact: 9.3M Chinese visitors, 7% of economy
US tariff backfire: why America can't help even if it wanted to
IMF projection: Japan drops to 5th place in global GDP rankings
The doom loop mechanics that make recovery nearly impossible

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#China #Japan #TradeWar #EconomicWarfare #RareEarths #Geopolitics #Taiwan #AsianEconomy #GlobalTrade #Markets