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Former Japanese Prime Minister Shinzo Abe suffered cardiac arrest after being shot in the chest during a speech, and the suspect was arrested

Song Hong

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So from the chart, it seems the japs are only the ones still holding US bond over 1 trillion, and they are also dumping.
The biggest decrease from to be from Feb - Mar 2022, 1.3 trillion to just 1.2 trillion in one month, I can't link this to Abe's death because he's still alive by then, but it's still decreasing.

Wonder if this is the work of Ministry of Finance?

Japan is running trade deficit even when they depreciate. Under high FED interest rate, they got to sell their asset to protect YEN now.

Alternative outcome is YEN plunge and financial crisis, then Wall St jump in to snap up Japan companies at a bargain.
 

REhorror

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Japan is running trade deficit even when they depreciate. Under high FED interest rate, they got to sell their asset to protect YEN now.

Alternative outcome is YEN plunge and financial crisis, then Wall St jump in to snap up Japan companies at a bargain.
Japs are playing the double mind game again, badmouthing China while selling US bonds.
Either ways, it seems the brits will be the one holding the bag LOL
 

MH.Yang

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So from the chart, it seems the japs are only the ones still holding US bond over 1 trillion, and they are also dumping.
The biggest decrease from to be from Feb - Mar 2022, 1.3 trillion to just 1.2 trillion in one month, I can't link this to Abe's death because he's still alive by then, but it's still decreasing.

Wonder if this is the work of Ministry of Finance?

At the beginning of this year, Japan began to abandon the US debt because Japan began to run a trade deficit.

They are not completely synchronized with China.

China began to accelerate its selling after Pelosi announced her visit to Taiwan.
 

Song Hong

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Japs are playing the double mind game again, badmouthing China while selling US bonds.
Either ways, it seems the brits will be the one holding the bag LOL

All MSM conceal the fact that today there is a replay of 1997 financial crisis. But right now, East and SE Asian nations learned their lesson. Sri Lanka did not and backstab China despite China bail Sri Lanka out many times earlier.

While Pakistan is under similar duress but I believe China is helping Pakistan secretly.

Meanwhile SE Asian nations seen wolf before, and they are holding large amount of FOREX.


Ironically, the FOREX stockpile of SE Asia and other nations is a strong factor that have bail out USD even when US is free wheeling her printing press.
 

REhorror

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At the beginning of this year, Japan began to abandon the US debt because Japan began to run a trade deficit.

They are not completely synchronized with China.

China began to accelerate its selling after Pelosi announced her visit to Taiwan.
Nah, from your chart, China has been selling US bonds since at least Feb 2022, and May 2022 (before Pelosi) was the biggest drop.

Is there any new chart up to July 2022 btw? Would be interest to see recent trend.
 

MH.Yang

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Japan is running trade deficit even when they depreciate. Under high FED interest rate, they got to sell their asset to protect YEN now.

Alternative outcome is YEN plunge and financial crisis, then Wall St jump in to snap up Japan companies at a bargain.

Japan is the most indebted country in the world, which means that the Japanese government dare not raise interest rates.

Japan's trade deficit is not only due to the war in Ukraine, but also due to the fact that the number of automobile exports was surpassed by China for the first time.

Because of the wrong choice in the new energy automobile industry, the Japanese automobile industry is doomed to die.

Japan is a country that lacks resources and relies on imports for all resources, so its trade surplus is very important.

Nah, from your chart, China has been selling US bonds since at least Feb 2022, and May 2022 (before Pelosi) was the biggest drop.

Is there any new chart up to July 2022 btw? Would be interest to see recent trend.
As I have said in my BWC article, China has been selling US bonds to buy gold since 2019. It's just starting to accelerate this year. After Pelosi announced her visit to Taiwan, China's pace of selling US bonds further accelerated.
 

REhorror

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Japan is the most indebted country in the world, which means that the Japanese government dare not raise interest rates.

Japan's trade deficit is not only due to the war in Ukraine, but also due to the fact that the number of automobile exports was surpassed by China for the first time.

Because of the wrong choice in the new energy automobile industry, the Japanese automobile industry is doomed to die.

Japan is a country that lacks resources and relies on imports for all resources, so its trade surplus is very important.


As I have said in my BWC article, China has been selling US bonds to buy gold since 2019. It's just starting to accelerate this year. After Pelosi announced her visit to Taiwan, China's pace of selling US bonds further accelerated.
This means the return of Japan to Asia will be soon.
It will be that Japan needs the China + SEA market to sustain itself, any other cause is stupidity.
 

MH.Yang

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This means the return of Japan to Asia will be soon.
It will be that Japan needs the China + SEA market to sustain itself, any other cause is stupidity.

unable.
the worse the economy, the more right-wing the thinking, that is a historical rule.
Japan's right wing is bound to become more and more extreme.
 

REhorror

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unable.
the worse the economy, the more right-wing the thinking, that is a historical rule.
Japan's right wing is bound to become more and more extreme.
It seems the present Kishida's cabinet is a decisely left-wing turn though despite the falling economy?
We also have to make note that Japan's economy has always been pro-China/Asia, this was apparent even when Japan is ruled by right wingers.
 

MH.Yang

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It seems the present Kishida's cabinet is a decisely left-wing turn though despite the falling economy?
We also have to make note that Japan's economy has always been pro-China/Asia, this was apparent even when Japan is ruled by right wingers.

The economic and political exchanges between China and Japan have never been synchronized.

Moreover, even if Japan wants to return to Asia, China will not accept the China Japan dual nuclear idea proposed by Shinzo Abe in 2012. It's not 2012 anymore.
 
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REhorror

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The economic and political exchanges between China and Japan have never been synchronized.

Moreover, even if Japan wants to return to Asia, China will not accept the China Japan dual nuclear idea proposed by Shinzo Abe in 2012. It's not 2012 anymore.
Historical revisionism IMO.
Japan has been one of the first country to invest massively in China, and when PM Kakuei Tanaka visited Mao Zedong and Zhou Enlai, the matter was very cordial and Mao even swapped away the Senkaku/Diaoyu issue when Kakuei mentioned. After the Tiannanmen sancions, Japan was also the first to skirt the sanctions and even China invited the jap Emperor to visit China.

Japan - China relationship has only gone south during the 2008 period with the nationalization of Senkaku's island, and even then neither sides sanction each other unlike S. Korea and Japan.

Either ways, Asia is the high growth market from now on, with China & SEA and India taking the leads, it would be pure suicide to ignore these markets.
 

MH.Yang

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REhorror

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If Japan is sincere in repairing the relations between the two countries, they should make a statement on the e-CNY and the Taiwan issue.

The Diaoyu Island issue can be discussed later.
It's about time we realize the Pan-Asian dream started by Sun Yat-sen.
Enemies of Asia are being removed one after another!
 

REhorror

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Apparently there is a 7-hour meeting between senior Japan-China officials in Tianjin.

National Security Agency Director Akiba meets with China's top diplomat to rebuild Japan-China relations​


On the 17th, Director-General of the National Security Agency Takeo Akiba held talks with Yang Jiechi, director of the Communist Party's Central Foreign Affairs Commission Office in Tianjin, China. After discussing pending issues such as China's large-scale military exercises around Taiwan, the two leaders shared the view that "multilayered communication is important" between the two countries. The Japan-China Foreign Ministers' Meeting scheduled for the 4th was canceled just before the 4th over the situation in Taiwan, and it seems that the 50th anniversary of the normalization of diplomatic relations between Japan and China is approaching on September 29th, and that the two countries have rushed to rebuild relations. This is the first meeting between Yang and Japan's National Security Agency director in about two and a half years. The meeting lasted for a total of seven hours, including a working dinner. At the meeting, they shared the recognition that it is necessary for Japan and China to work together to build a “constructive and stable relationship,” which was confirmed in the 2021 Japan-China Summit Telephone Talks. They also confirmed the importance of face-to-face dialogue and continued dialogue. Akiba expressed concern over China's large-scale military exercises around Taiwan in response to US House Speaker Nancy Pelosi's visit to Taiwan, and emphasized the importance of peace and stability in the Taiwan Strait. Regarding China's continued incursions into Japan's territorial waters around Okinawa Prefecture and the Senkaku Islands, he reiterated Japan's position that it cannot unilaterally change the status quo by force. They also exchanged views on Russia's invasion of Ukraine and the situation in North Korea, which is advancing its nuclear and missile development. [Shihoko Abe]
This seems relatively low key and not much reported much in the news, but a 7-hour meeting with Yang Jiechi should have some significance.
Japan's Abe faction will also send some delegates to Taiwan, but none of them are cabinet members.
 

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