Why Buffett’s bet on Japan could turn on higher inflation, weakening dollar

September 1, 2020

Jamie Rosenwald, Senior Asia Portfolio Manager at Dalton, was recently quoted in Reuters regarding Warren Buffets $6.2 billion investment into Japan’s five largest trading houses.   Rosenwald notes that Buffet got a bargain “at laughably low valuations on the stock market,” which show the “tremendous values available in Japan today.”

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