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  • China Collapse
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  • How Ken Invests
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    • Asia’s Ultimate Safe Haven
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    • Japan Steps Back Into Power
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    • China vs. the Free World
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    • BRI Collapse & Global Defaults
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    • Economics
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    • The Debt Bomb
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    • RMB Crisis & Capital Flight
    • Financial Markets Meltdown
    • Supply Chain Exodus
    • Foreign Investment Collapse
    • Xi’s Power Grip
    • The Purge Machine
    • Elite Panic
    • The Security State
    • The Dark History
    • Population Collapse
    • Lying Flat
    • Youth in Crisis
    • Moral Decay
    • China vs. the Free World
    • US–China Strategic Decoupling
    • BRI Collapse & Global Defaults
    • The Tech War (Chips, AI, Export Controls)
    •   Back
    • The Debt Bomb
    • Property Implosion
    • Ghost Cities & Overbuild Mania
    • Deflation Death Spiral
    • Private Sector Crackdown
    • Consumer Confidence Crash
    • RMB Crisis & Capital Flight
    • Financial Markets Meltdown
    • Supply Chain Exodus
    • Foreign Investment Collapse
    •   Back
    • More Than Just Chips
    • The China-Plus-One Winner
    • Democracy Done Right
    •   Back
    • Xi’s Power Grip
    • The Purge Machine
    • Elite Panic
    • The Security State
    • The Dark History
    •   Back
    • India's Great Lift-Off
    • The Great Capital Rotation
    •   Back
    • Population Collapse
    • Lying Flat
    • Youth in Crisis
    • Moral Decay
Free Newsletter: The China Crash Chronicle
December 8, 2025/

Stay Ahead of the China Collapse — In Real Time. Get 4 exclusive briefings every week exposing the truth behind China’s economic freefall, political dysfunction, demographic implosion, and the Indo-Pacific power shift. No CCP propaganda. No Western wishful thinking. Just raw, data-driven intelligence you won’t...

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Ken Cao

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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