Buffett's Latest Moves: Confidence in Japan's Major Trading Companies

In the current complex global economic landscape, Warren Buffett's investment strategies continue to draw significant attention. Reports indicate that Berkshire Hathaway, led by Buffett, began increasing its stake in Japan's five major trading companies from 2020, raising its share to 9.8% in April 2025. This decision reflects Buffett's confidence in their long-term value, as he plans to hold these stocks for up to 50 years, even during Japan's interest rate hike cycle.
Experts point out that Japanese trading companies possess robust global supply chain advantages, allowing them to effectively navigate geopolitical risks and trade conflicts. Their proactive stock buyback and dividend increase policies also provide substantial returns for shareholders. For investors looking to follow Buffett's strategies, participating through ETFs that track Japanese stocks in the Taiwan market offers a convenient and strategic approach.
Meanwhile, regarding the U.S. stock market, overall valuation pressures have eased, and Apple (AAPL) remains Berkshire's largest holding while showing growth potential. Berkshire's bond investments are heavily weighted in short-term U.S. Treasuries, indicating Buffett's preference for stable assets. In the current uncertain environment, Buffett's investment philosophy serves as a reliable guide.