33-year high! Will you allocate Japan shares like Buffett?

Japanese shares hit three-decade high not seen since 1990 on Monday as strong earnings and offshore demand fuelled a three-week winning streak. -------------- Will you allocate Japan shares like Buffett? Will you buy Japan companies or ETFs?

avatarTiger V
10-11

Buffett's Bold Yen Bond Move: Investing Opportunities in Japan's Market Surge

Overview of Global Markets Global markets are currently in a state of flux as investors watch closely for economic cues. Recent actions by Warren Buffett's Berkshire Hathaway in Japan have reignited investor interest in Japanese assets, particularly as the issuance of a ¥2.818 trillion bond hints at potential expansion in Japanese equities. The broader market is reacting with cautious optimism as key developments from Japan’s economy intersect with stable U.S. and European markets. Meanwhile, in Japan, the spotlight is on the Bank of Japan’s (BoJ) evolving monetary policy, which could have significant implications for investment strategies. Japan: Debt Issuance and Equity Potential Buffett’s issuance of a multi-tranche yen bond, ranging from 3 to 30 years, is one of the largest since 2019.
Buffett's Bold Yen Bond Move: Investing Opportunities in Japan's Market Surge

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Renzo WithdrawQueue

How Japan's "Inflation" Means To Investors?

Japan is gradually moving out of deflation, mainly due to external shocks such as Covid-19 and Ukrainian War, rather than the internal "Abenomics." The main reasons why "Abenomics" failed to achieve inflation are the tight fiscal policy and the failure to address labor shortages.The growth of salaries in Japan in 2024 may once again see a significant increase, and it is expected that Japan's inflation will be around 2.0-2.5% in 2024. In the long run, given the shortage of domestic labor supply in Japan and the changes in the international trade pattern, it is believed that Japan may completely get out of deflation.Today, the Japanese economy may have emerged from the "Lost 30 Years", and the future may face an important turning point. During 2021-2023, Japan's economy grew above potential
How Japan's "Inflation" Means To Investors?

BOJ Ends Negative Interest Rates, Don't Miss the Japan ETFs?

1. The Formal End of the Era of Global Negative Interest RatesThe Bank of Japan concluded its two-day monetary policy meeting on the March.19th and decided to set its policy interest rate in the range of 0% to 0.1%, marking the first rate hike by the Bank of Japan in 17 years since February 2007.Hideo Kumano, Chief Economist at Japan's First Life Research Institute, said, "This is a significant policy shift, much more comprehensive than I expected." With this, the formal end of the era of global negative interest rates (in recent years, the BOJ has been the only central bank in the world to maintain negative interest rates) has arrived. This historic shift aims to free the Japanese economy from the deflationary spiral. The effectiveness of Japan's negative interest rate policy, a non-tradi
BOJ Ends Negative Interest Rates, Don't Miss the Japan ETFs?

Nikkei at Record High: What the 14 Analysts Say

Japan's Nikkei share average $SGX Nikkei 225 - main 2403(NKmain)$ , opens new tab hit a record high on Thursday, surpassing its 1989 peak after a year-long rally driven by cheap valuations, corporate reforms and investment flows diverted from a battered Chinese stock market.Here's what analysts and investors say:1. TSUTOMU YAMADA, SENIOR MARKET ANALYST, AU KABUCOM SECURITIES, TOKYO"For us traders, this marks the arrival of a new era. It feels like the stock market is telling us that we've finally escaped from deflation and a new world has opened up."Compared with 34 years ago, the make-up of the stock market is totally different. Today, looking at the Nikkei average as a profitable security, it's still quite easy to buy. 39,000 is just a waypo
Nikkei at Record High: What the 14 Analysts Say

Kawaii style How to buy emerging Japan shares

$iShares ETF(EWJ)$  Oh my gosh, hello everyone! 🎀 I am just so excited to talk to you about something super adorable and amazing today! 🌸 So, let's chat about why the iShares MSCI Japan ETF is like, totally the cutest ETF to buy right now! 🇯🇵✨ First of all, can we just talk about how Japan is just the epitome of kawaii culture?! 🎌 Everything from the cute characters to the delicious food, it's like a dreamland come to life! And guess what? The iShares MSCI Japan ETF lets you invest in all the amazing companies that make Japan so special! 💖 Now, let's get into the nitty-gritty details, shall we? The iShares MSCI Japan ETF is like a little treasure chest filled with the most adorable Japanese companies you can imagine! 🎎 From tech giants like So
Kawaii style How to buy emerging Japan shares

Warren Buffett Brought Japan Back, How Long Will It Last in 2024?

Japan's Nikkei 225 index reaches all-time high, closing above 39,000 for the first time after 34 years, driven by chip-related stocks in a powerful 2024 rally.The Nikkei has risen 17.5% since the start of the year, making it the world’s best-performing major index, as a falling yen lures foreign investors.Traders celebrate with standing ovations and cheers. $iShares MSCI Japan ETF(EWJ)$ $Japanese Yen - main 2403(JPYmain)$ $ProShares Ultra MSCI Japan(EZJ)$ $iShares MSCI Japan Value ETF(EWJV)$ $iShares Currency Hedged MSCI Japan ETF(HEWJ)$
Warren Buffett Brought Japan Back, How Long Will It Last in 2024?

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

[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:Futures tickers : $SGX Nikkei 225 - main 2403(NKmain)$ $OSE Nikkei 225 - main 2403(JNImain)$ETFs tickers: $iShares JPX-
🎁Would You Invest in Japan with Warren Buffett if Times Went Backward?

Nikkei near ATH? How could we invest Japan?

How do overseas investors invest in the Japanese market?The Japanese stock market is strengthening due to several comprehensive factors: long-term maintenance of low interest rates, stimulating the economy and increasing domestic demand and investment at the corporate level, and reducing financing costs at the stock market level. Japanese financial conglomerates, similar to the "Big Seven" in the US stock market, also play an important role in the secondary market, with relatively low valuation and high dividends, supporting the inflow of funds.1, Broad Market ETFs and futuresIn addition to the Nikkei ETF, Japan's major national ETFs, Nikkei 225: $Japan ETF-iShares MSCI (EWJ) $$Franklin FTSE Japan ETF (FLJP) $
Nikkei near ATH? How could we invest Japan?
avatarMoonlight23
2023-11-22
Japan $Nikkei 225 Exchange Traded Fund(NTETF)$ is a country that experienced an economic miracle post WWII till the end of the cold war, becoming the world's second largest economy for a brief period of time. This was due to Japan's shift in economic policies which encompassed the refocusing of it's economy to an export oriented one. More exports, more demand for JPY, increased foreign reserves, increased currency strength, increased SOL and increased investment. All the necessary ingredients for a successful economy. However, Japan has in recent years experienced a slowdown in the economy, due to a set of challenges very specific to the country itself. Foremost among these challenges is the demographic shift towards an aging population
avatarMarialina
2023-11-20

Japan shares hit 33-year high and perform better than SPX

Japanese shares hit highs not seen since 1990 on Monday as strong earnings and offshore demand fuelled a three-week winning streak.The Nikkei Stock Average has added around 30% in the year to date and nearly 8% over the past month, compared with $S&P 500(.SPX)$ , which has risen 18% and 7% in those periods.This year's surge in Japanese stocks is attributable to a number of factors, including a weaker yen, inflation and corporate governance reforms.Top performers in the constituents of the Nikkei Stock Average as of Monday morning included $Tokio Marine Holdings, Inc.(TKOMY)$ , which was up nearly 7%, $Panasonic Holdings Corporation(PCRFY)$ , which gained 5%
Japan shares hit 33-year high and perform better than SPX

It may not be the best idea to be overweight JPY

Since the GFC, the JPY and the Japanese stock market have been rising and falling in near lockstep. If the nearly 10-year era of the weak yen is coming to an end, it may not be the best idea to be overweight this country. Imagine if the JPY just goes back to its July 2023 lows of $137.50. That's a 7% haircut on currency translation alone if you're an FM buying Japanese equities.Imagehttps://twitter.com/BrianTycangco/status/1726791983489073386
It may not be the best idea to be overweight JPY
avatarJaajangmyeon
2023-11-20
Not really, Japan has been stangnant for a couple of years now. Will invest someplace else