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Tech x VCGlobalTechnology, AI, semiconductors, and venture capital for builders and investorsShowing 8 of 8
Technology, AI, semiconductors, and venture capital — curated for builders and investors.
Tech x VCGlobalShowing 8 of 8
**KKR Japan — Thoughts from the Road** *Henry McVey (Head, Global Macro & Asset Allocation) & Team* *Field report following meetings with CEOs, policymakers, and investors in Tokyo* **Bottom line**
> Apollo: The share of financial wealth in bank deposits is 51% in Japan, 37% in Germany and 11% in the United States, see chart. **The bottom line is that there is enormous potential for consumers to put more money into yield products.**
KKR Japan — Thoughts from the Road Henry McVey (Head, Global Macro & Asset Allocation) & Team
Field report following meetings with CEOs, policymakers, and investors in Tokyo
Bottom line
Apollo: The share of financial wealth in bank deposits is 51% in Japan, 37% in Germany and 11% in the United States, see chart. The bottom line is that there is enormous potential for consumers to put more money into yield products.
When they allude to Mark Twain's prescient but overused quote :- "History Doesn't Repeat Itself, but It Often Rhymes” , this is what they mean:- The following article appears in The New York Times' print on Oct. 12, 1986. Yes, 1986 - not the 2020s. Such uncanny resemblance today:-
Article:-
*THIS is another story of the loss of a manufacturing industry to Japan, of protectionism that backfired, and…
"Price is Right": oil is the best performing asset in 2026 on US Iran, and geopolitical shocks. Following geopolitical shocks in past 90 years oil is the best performer over 3 months (up 18%), then gold (6%) US stocks (4%); but 6 months after geopolitical shocks gold keeps outperforming (up 19%), stocks stall, while oil reverses all gains. Or "Rock the Geopolitics = trade oil, own gold."
"Most people's expectation of Japan or business mindset of Japan is 30 years of stagnation. And that is so dynamic here today." - Mark Rowan (Discussing the stark contrast between global perception and Japan's current economic reality) [00:03:21](https://youtu.be/ydcgs6qNqs4?t=201s)
**"With the deflationary environment cash has been the king, but with the inflation at the close to 3%, cash is not the…
New AI Stars : Nittobo, founded in 1923, was originally a spinner of cotton and silk + Ajinomoto, the Japanese food company best known for commercializing monosodium glutamate...Yes, a textile and food company.
WSJ TOKYO—Imagine a sheet made of microscopic glass fibers, woven by a former silk maker and thinner than a human hair. A shortage of this material—essential in artificial-intelligence…
"[Japanese management] practically lost the right to lay off the people or fire people... Japanese company looks like a social welfare organization... all the member of the company we call the family member feel this is organization in which everybody share same Faith." - Akio Morita (Context: Post-war labor law shifts) [00:02:04]
"I have a responsibility…
"Morita didn't say we're going to make Sony known for quality. He said we're going to make Japan known for quality. He chose a mission for Sony that was bigger than Sony." - Jeff Bezos (Context: Letter describing Sony's influence on Amazon) [00:02:34]
"*That is brilliance that takes balls to say, 'I'm going to bring out a product that doesn't do what…
