🎁Would You Invest in Japan with Warren Buffett if Times Went Backward?

Tiger_chat
01-10

[Miser][Miser][Miser]Japanese Stocks hit highest prices since 1990, Buffett wins again!

1.Japan stocks hit 34-year high, Japan’s Nikkei 225 Climbs Back to Highest Since 1990 Bubble Era.

The Nikkei rose 25% in 2023, its best performance in 10 years, and topped the list of global stock index gains in 2023.

The main reason is that the Japanese authorities are pushing companies to increase shareholder value. In addition, Japan's decades-long deflation has subsided and asset prices have risen moderately.

Japanese asset tickers that may interest you:

2.Who are the winner of Japan's asset surge?—Warren Buffet: $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$

  • On April 11, 2023, Warren Buffett, founder of Berkshire Hathaway, emphasized in an interview with the Nikkei Business News in Tokyo that he was optimistic about Japanese stocks and would consider increasing investment in Japanese stocks.

  • According to Buffett, he has increased his holdings in Japan's five largest trading companies to 7.4%, saying that this is Berkshire Hathaway's largest investment outside the United States.

  • The five major trading companies are: Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co., and Sumitomo Corporation.

3. Looking ahead to 2024:

"We think Japanese equities are likely to remain attractive for now, although returns may not be as strong as in 2023," said Charucha Nana, market strategist at Saxo Capital Markets. He said potential headwinds facing the Japanese stock market this year include expectations for the Bank of Japan to adjust its ultra-loose monetary policy and the potential appreciation of the yen.

4.🎁Join to comment

  • Did you invest in Japan assets？

  • If times went backward, would you invest in Japan with Warren Buffett？

2024 Outlook: How Will Story Unfold?
With the end of the year approaching, major institutions begin to provide outlook for US stock market in 2024. How do institutions expect for 2024? Will the bull market continue? How about expectations for inflations and rate hike? What's your attitude: Cautious or Bold?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • icycrystal
    01-10
    icycrystal
    once upon a time, Japan was one of the countries where things were.well sought after... however, in recent time, Japan economy has dwindled, not many people ask.for Japanese products. some say Japan has reached it's peak, ran its course... could they revive once more? could there be a second wave? perhaps... the one concern is that with its aging population and a shrinking younger generation, can Japan function to its fullest capacity? or does the country need to open up and allow expatriates in flow to fill the gap?

    perhaps uncle buffett saw something that makes him think of a second revival or perhaps he is trying to revive Japan economy since he has the [USD] [USD] [USD]

    as for me, a small fry, don't have the [USD] [USD] [USD] to be a part of this...

    maybe if I strike lottery and become as rich as uncle buffett  then perhaps I can join the ranks...

    yep, dream on... what a beautiful.dream... [Chuckle] [Chuckle] [Chuckle]

  • Shyon
    01-10
    Shyon
    I didn't invest in Japan assets directly myself. However, my Asia digiportfolio in DBS does have some investment in Japanese market. If times went backward, I will definitely invest in Japan together with Warren Buffett. Hehe, how about you?
  • Aqa
    01-10
    Aqa
    Nikkei index closes above 34,400 for first time in 34 years. Semiconductor stocks led the surge in Tokyo, following a similar trend on the New York Stock Exchange.
  • Aqa
    01-10
    Aqa
    Today, Japan’s Nikkei index ends at 34-year high on tech gains and weaker yen. The Nikkei index jumped 2.01% to close at 34,44.72, its highest close since February 1990. The index crossed the 34,000 level for the first time since March 1990. Technology stocks tracked overnight gains in U.S. peers, while a weaker yen boosted exporters. The rally prompted investors to buy more stocks. The weaker yen was a tailwind for Japanese stocks. A softer yen helps exporters as it increases the value of overseas profits in yen when firms repatriate them to Japan.
  • SloanDogMillionaire
    01-12
    SloanDogMillionaire
    One lesson I've learned from the recent change of fortunes for Japanese shares is the long standing requirement for diversification in any portfolio. I've been holding exposure of around 15% to Japan for almost 10 years now and it really did at times test the common investing themes of thinking long term and holding a broad mix of assets.

    It was great to see this finally being rewarded over the last 12 months. The question now sits around rebalancing with the original Japanese allocation now skewed to some extent. Again portfolio management tells me that I should trim this slightly but I have to agree with the theme of the article that this story of increased share holder value feels like there's potentially another chapter or two to come yet.

  • Trend_Radar
    01-11
    Trend_Radar

    In mid-2023, Berkshire Hathaway's official website issued a statement stating that it had increased its average shareholding ratio in Japan's five major trading companies to more than 8.5% through its wholly-owned subsidiary National Indemnity Company.

    $Berkshire Hathaway(BRK.A)$ reiterated its previous position that it intends to "hold its investment in Japan for the long term," but the shareholding ratio will not exceed 9.9% depending on the price.

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