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China’s Coming Collapse Will Make Japan’s Lost Decades Look Mild

January 29, 2026/

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For years, defenders of the Chinese economy have tried to come fierce by saying, “This is just like Japan. A slowdown, not a collapse. China will manage it well.” I’ve got news for you. China is not Japan. And China’s economic crisis will be far...

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Japan’s New Iron Lady Just Became China’s Worst Nightmare.

November 27, 2025/

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History was made today. Sanae Takaichi is set to become Japan’s new Prime Minister — and her rise will resonate far beyond Tokyo. She is not your typical consensus politician. Conservative, nationalist, and unapologetically assertive, Takaichi is one of the few leaders in Asia ready...

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Ken Cao

Hedge Fund Founder | Portfolio Manager | YouTube Commentator | Newsletter Author

Ken is the portfolio manager of the YCC International Value Fund, LP, a hedge fund positioned to capitalize on China’s economic unraveling and the global restructuring of supply chains. He runs the fast-growing KenCaoMacroLens YouTube channel, where he explains complex economic and geopolitical shifts for investors, policymakers, and the broader public. He also authors The China Crash Newsletter, covering China’s decline, the rise of Japan and Taiwan, and the forces reshaping Asia.

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