Buffett-San Validates The Abe Reforms

(May 23) Peter considers the implications of the Sage of Omaha’s recent comments on his investments in Japan.
  • Japanese trading companies comprise the vast majority of Berkshire Hathaway’s non-US holdings
  • At the company’s recent annual shareholders’ meeting, the Sage of Omaha hinted at further investment in Japan
  • His comments followed hot on the heels of a trip to Tokyo
  • A willingness by Japan’s trading companies to co-operate with him on joint projects would be confirmation that they – and Japan – have changed dramatically