Why Warren Buffett's Berkshire Hathaway has a $7 billion bet on 5 Japanese stocks - Business Insider

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Why Warren Buffett's Berkshire Hathaway has a $7 billion bet on 5 Japanese stocks

The famed investor may have backed the businesses because of their cheap valuations and varied operations, as well as the macroeconomic environment.Buffett is renowned for identifying and investing in businesses that are undervalued by the market. He lived up to his reputation with the five Japanese trading houses, as four of them trade at a significant discount to book value, meaning their market capitalizations are lower than their net assets.

Buffett invested in the Japanese companies at "laughably low" prices, highlighting the "tremendous" value on offer in the island nation, Dalton Investments chief Jamie RosenwaldBuffett may be investing in a foreign country, but he's deeply familiar with what the five trading houses do.

The investor highlighted the quintet's many joint ventures around the world in his statement on Sunday, and expressed hope that "opportunities of mutual benefit" will emerge.Inflation fears are rising as governments and central banks continue trying to spend their way out of the coronavirus crisis. Their efforts so far include mailing out stimulus checks, bailing out distressed companies such as airlines and cruise lines, and plowing trillions of dollars into financial markets.

Buffett may be betting on higher prices with his Japanese investments, Bill Smead, boss of Smead Capital Management, told Reuters.

 

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