Warren Buffett is considering investments in Japanese banks, insurance and shipping companies as Berkshire Hathaway returns to the yen bond markets, leading to speculation about raising funds for value stock investments.
Berkshire Hathaway has mandated banks to manage a yen bond sale, indicating potential plans to increase holdings in Japan, as previous investments in Japanese equities were financed through yen bonds.
Valuations of Japanese banks and insurance companies have decreased following a market selloff in August, with estimated price-earnings ratios for the Topix insurance and bank indexes currently at 9 and 10.1, respectively. The shift in Bank of Japan policy towards interest rate hikes could improve profit margins in the financial sector
Berkshire Hathaway has mandated banks to manage a yen bond sale, indicating potential plans to increase holdings in Japan, as previous investments in Japanese equities were financed through yen bonds.
Valuations of Japanese banks and insurance companies have decreased following a market selloff in August, with estimated price-earnings ratios for the Topix insurance and bank indexes currently at 9 and 10.1, respectively. The shift in Bank of Japan policy towards interest rate hikes could improve profit margins in the financial sector
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