タグ: 欧州 Europe

Japan, Germany and the challenge of excess savings https://t.co/YsfOtX3q9g

— Financial Times (@FT) April 11, 2023

Elliott and other activists shake corporate Japan into action on investor returns https://t.co/yUAz3yM9Cj

— Financial Times (@FT) April 12, 2023

Japan should learn to love Warren Buffett https://t.co/MC9Jfcr28T

— Financial Times (@FT) April 13, 2023

Japan stocks: say Meiji not to Buffett’s trading house party https://t.co/QvCrNvGlL3 | opinion

— Financial Times (@FT) April 11, 2023

Heard on the Street: Warren Buffett’s bet on stodgy Japanese trading companies has yielded impressive results during a wild period for markets https://t.co/CrRsViESFd via @WSJ

— David Kass (@DrDavidKass) April 13, 2023

Warren Buffet(‘s behavior) is screaming to me of imminent 🇯🇵BOJ yield hike

Grab a tin foil hat & hear me out

Buffet is/was in Tokyo on Mon & Tues, if not earlier. Why?

According to WB- to meet CEOs of the big 5 🇯🇵trading houses he owns:
Mitsubishi Corp
Sumitomo Corp
Mitsui &Co… pic.twitter.com/0GdqCQ2IYM

— Weston Nakamura (@acrossthespread) April 13, 2023

"I thought these were big companies, companies that I generally understood what they did…some were [trading] at a ridiculous price so I started buying all five" says Warren Buffett on why he's raising his stake in Japanese trading houses. pic.twitter.com/Xcr6BZr155

— Squawk Box (@SquawkCNBC) April 12, 2023

BREAKING:
Warren Buffett raises his stake to 7.4% in five Japanese trading houses. @BeckyQuick reports live from Tokyo.

+ Don't miss Squawk Box's interview with Warren Buffett live from Japan tomorrow from 6-9a ET. pic.twitter.com/FWVAoWHSuj

— Squawk Box (@SquawkCNBC) April 11, 2023

Warren Buffett tells @BeckyQuick he was “confounded” by the opportunity to buy into 5 Japanese trading houses 2 years ago. https://t.co/mHzioarXu3 pic.twitter.com/DsLDtMCRo0

— CNBC (@CNBC) April 12, 2023

Warren Buffett said he was “confounded” by the opportunity to buy into five Japanese trading houses two years ago. https://t.co/Mk0XZKB9T8

— CNBC (@CNBC) April 13, 2023

Japanese trading houses rise as Warren Buffett says he plans on buying more https://t.co/UvmS8ZE9RF

— CNBC International (@CNBCi) April 11, 2023

Warren Buffett's 5 Japanese trading houses seem to check every box of his stock-picking criteria:
1) Cheap (forward PE of 6.8 versus 12.5 for MSCI Japan)
2) Better expected dividend yield (5.2% versus 2.7%)
3) Prodigious free cash flow
– per @ewstonehttps://t.co/qWW2RnEDsg pic.twitter.com/KyV6WO35Q3

— Yun Li (@YunLi626) April 11, 2023

Warren Buffett is raising his stake in Japanese Trading Houses. @davidfaber, @jimcramer, and @carlquintanilla discuss the Nikkei's underwhelming growth compared to the Dow. pic.twitter.com/Fc28o2NwJO

— Squawk on the Street (@SquawkStreet) April 11, 2023

Warren Buffett’s $BRK.A raises its stakes in Japanese trading houses to 7.4%. @juleshyman and @thebradsmith explain: pic.twitter.com/dj7hovfoUn

— Yahoo Finance (@YahooFinance) April 11, 2023

Billionaire Warren Buffett's company has increased its investments in five major Japanese trading houses to give Berkshire Hathaway control of 7.4% of each of those conglomerates. Buffett disclosed the new investments Tuesday in interviews with Nikkei a… https://t.co/mDTflHD9N3

— KSTP (@KSTP) April 11, 2023

🇯🇵 The trading houses are Itochu Corp, Marubeni Corp, Mitsubishi Corp, Mitsui & Co and Sumitomo Corp.

Their shares rose 2.1% to 4.6% in Tokyo on Tuesday following the Nikkei interview. https://t.co/bWyMpLj6w9

— PiQ (@PiQSuite) April 11, 2023

Warren Buffett is considering upping his stake in Japanese stocks, according to an article in Bloomberg. The billionaire investor, who is currently in Japan, recently told the Asian business news outlet Nikkei that he raised his Japanese holdings fromhttps://t.co/e6akdM7Btt pic.twitter.com/UiWA2RSry0

— Validea's Guru Investor (@GuruInvestor) April 13, 2023

*WARREN BUFFETT SAYS HE HOLDS 7.4% STAKE IN FIVE JAPANESE TRADING HOUSES, INCLUDING ITOCHU – NIKKEI https://t.co/pQrgqeCRly

🇯🇵🇯🇵 pic.twitter.com/yhqb0M1cFR

— Investing.com (@Investingcom) April 11, 2023

Warren Buffett has plans for 'bigger fish to fry' and needs Japanese stocks to make it happen, says Mark Mobius https://t.co/Xa5GKrO5ZI

— Insider Business (@BusinessInsider) April 13, 2023

EXCLUSIVE INTERVIEW: Warren Buffett says he intends to add to Japanese stock holdings.#WarrenBuffetthttps://t.co/dk43RDH7Qg

— Nikkei Asia (@NikkeiAsia) April 11, 2023

Warren Buffett's firm increases stakes in 5 Japanese trading houses: Billionaire Warren Buffett's company has increased its investments in five major Japanese trading houses to give Berkshire Hathaway control of 7.4% of each of… https://t.co/5IWD2zJKw0 #japannews #japantoday

— Japan Today News (@JapanToday) April 11, 2023

Buffett recently hopped over to Japan to meet the CEOs of some companies he invested in, and talked to CNBC about why he was in Japan, the economy, the Federal Reserve, and the US banking system.

Here are eight takeaways from the man himself. pic.twitter.com/wzh2eko635

— Conor Mac (@InvestmentTalkk) April 13, 2023

Warren Buffett has boosted its bet on the Japanese trading companies — the 'sogo shosha' –, increasing his stake to ~7.4%, the @nikkei reported. Link: https://t.co/xdTNm6hgKr

I wrote this @Opinion column about Buffett's bet earlier this year. See below: https://t.co/q3kta4g68t

— Javier Blas (@JavierBlas) April 11, 2023

News of Warren Buffett’s increased interest in Japanese stocks is helping narrow the recent focus on the nation’s value stocks to those that can offer investors more than cheapness https://t.co/q0dcPct88x

— Bloomberg (@business) April 14, 2023

Warren Buffett’s Berkshire Hathaway sold $1.2 billion of yen bonds on Friday, shortly after the billionaire investor says he increased his holdings in Japanese trading houses https://t.co/YA9S3ql1kW

— Bloomberg (@business) April 14, 2023

Warren Buffett may use his increased holdings in Japanese trading houses to push them deeper into fossil fuels, writes @SStapczynski https://t.co/NSY5fVsdKG

— Bloomberg (@business) April 14, 2023

Cheap stock valuations and a potential rise in the yen are the bullish case for Japanese stocks. Bonds will have a tough time as the BoJ tightens. https://t.co/T5gUzuoEUR

— Barron's (@barronsonline) April 12, 2023

Japan continues to suffer from slow growth and an aging population. But beyond those macro problems, a stronger yen and tighter monetary policy could catalyze a much-needed shift from exports to domestic consumption. https://t.co/p9oDWjjoqB

— Barron's (@barronsonline) April 15, 2023

$AMD $INTC $TXN – Battle over silicon deepens as Japan restricts chip exports https://t.co/VeEW1PidFy

— Seeking Alpha Market News (@MarketCurrents) March 31, 2023

Professor Sir Peter Bruce, Chief Scientist @FaradayInst & Wolfson Professor @OxfordMaterials, visited the National Institute for Materials Science @NIMS_PR in Japan last week 🇯🇵🇬🇧🌏 Alongside 3 other world-leading battery scientists, he met researchers & learned about projects🔋 pic.twitter.com/xtkpurGVGL

— Faraday Institution (@FaradayInst) February 23, 2023

In #Japan, a student of #Kyoto University came to the graduation ceremony dressed as Ukrainian President Volodymyr Zelenskyy. Thus, he wanted to show solidarity with #Ukraine. pic.twitter.com/oHo5Jqcgxi

— NEXTA (@nexta_tv) March 25, 2023

#AFPGraphics compare the military assets of selected Asian regional military power, according to the latest data from the International Institute for Strategic Studies pic.twitter.com/6dfcZ5fyhh

— AFP News Agency (@AFP) March 21, 2023

Biden administration holds second round of IPEF talks in Bali https://t.co/QbPtsXw3yx pic.twitter.com/2tmhs49DhJ

— Reuters (@Reuters) March 20, 2023

Deer in nara park greets and thanks in pure japanese style pic.twitter.com/fKGlKUL43b

— Gabriele Corno (@Gabriele_Corno) March 20, 2023

VIDEO: In Brazil, women Sumo wrestlers are used to people saying they are too small or too fragile to practise a sport typically associated with hulking Japanese men. But they insist that is just fuel for their fighting spirit when they get in the "dojo," or ring. pic.twitter.com/W4q6AKuDZp

— AFP News Agency (@AFP) March 20, 2023

Why business is like baseball, according to this Japanese CEO (via @CNBCMakeIt) https://t.co/2HmhalSntY

— CNBC (@CNBC) March 24, 2023

I’m a nutritionist from Japan, home to the world's longest-living people—here are 5 longevity foods we eat every day. (via @CNBCMakeIt) https://t.co/WIlzCnAH7T

— CNBC (@CNBC) March 15, 2023

For the first time, the 🇯🇵 Self-Defense Forces are in direct cooperation with @NATO to provide humanitarian assistance to Türkiye. Fantastic to see @ModJapan_en further shrinking the distance between the Transatlantic & the Indo-Pacific. https://t.co/MDNe8M9qwK

— ラーム・エマニュエル駐日米国大使 (@USAmbJapan) March 14, 2023

Ukraine has made it more difficult for Beijing to avoid scrutiny. https://t.co/P1NnixaF8P

— Foreign Policy (@ForeignPolicy) March 29, 2023

Toy robot which family were about to give away is worth 10,000 | UK News #JapaneseNews #WorldNews #InternationalNews #Japan [Video] https://t.co/BZa9ulyCtY

— China News Video (@ChinaNewsVideo) April 4, 2023

'With the economic strength of China, Japan and so on, I think this proposal should be negotiated at least about the Asian Monetary Fund and can utilise the ringgit and the country’s currency accordingly'#theSun #theSundaily #ringgit #USD #Finance https://t.co/tUjbIbS228

— theSun (@theSundaily) April 4, 2023

In Opinion

There are few people alive today who saw the impact of the 1945 atomic bombing of Hiroshima with their own eyes. In this Op-Doc, Akiko Takakura, who was about 300 yards from the hypocenter, tells her story. https://t.co/oivvSaouFA

— The New York Times (@nytimes) April 8, 2023

The @ValensAuto team has reached their next stop on the Japan Automotive Roadshow. @ToyotaMotorCorp one of the leading automakers in Japan, hosted us for a demo of Valens' in-vehicle connectivity technology. Good luck to the Valens “band” as they continue on their tour. pic.twitter.com/NEzE6QfUBl

— Valens Semiconductor (@ValensAuto) March 2, 2023

North Korea fired a long-range missile which landed in waters between Japan and the Korean peninsula just under an hour laterhttps://t.co/hXlGiYmaeQ

— Financial Times (@FinancialTimes) April 13, 2023

Japan’s trade minister pledges the government will hike its financial support for chipmaker Rapidus as it works to develop cutting-edge semiconductors https://t.co/39wEzRSHEH

— Bloomberg Technology (@technology) April 6, 2023

Delta Air Lines is scheduled to report first-quarter earnings on Thursday, Harley-Davidson's chief financial officer is departing, and a report says Japan's SoftBank has moved to sell almost all of its remaining stake in Alibaba. https://t.co/X6BOkfuEJV

— Barron's (@barronsonline) April 13, 2023

A missile launched by North Korea has caused alarm and panic in Japan before the weapon fell into the sea.

The incident prompted the Japanese government to issue an evacuation order on Hokkaido Island, though it was later retracted.

More: https://t.co/HkzTWPb7KR pic.twitter.com/xRtlsYMNbv

— Sky News (@SkyNews) April 13, 2023

🇰🇵 #NorthKorea fired an "unspecified ballistic #missile" Thursday, #Seoul's military said, prompting #Japan to issue a warning to residents of the northern Hokkaido region telling them to take shelter.

More from @Jade_Levin and Charlotte Hughes 👇 pic.twitter.com/Q1Wv4V08wr

— FRANCE 24 English (@France24_en) April 13, 2023

North Korea fired a new model of long-range ballistic missile, triggering confusion in northern Japan, where an emergency evacuation warning was issued and later rescinded https://t.co/w8QHbw9nF9 pic.twitter.com/V7NxeO1sbS

— Reuters (@Reuters) April 13, 2023

North Korea likely fired a "new type" of ballistic missile Thursday that may have used advanced solid fuel, Seoul's military said, representing a potential technical breakthrough for Pyongyang's banned weapons programmes.https://t.co/mxOYzzudUD

— AFP News Agency (@AFP) April 13, 2023

North Korea says it successfully tested a solid-fuel intercontinental ballistic missile, hailing it as a key breakthrough for the country's nuclear counterattack capabilities.

Full story: https://t.co/XCZ9YbzvIf pic.twitter.com/xMt1utc1GN

— AFP News Agency (@AFP) April 14, 2023

BREAKING: Japanese authorities have issued warnings to "evacuate immediately" to residents of the northern island of Hokkaido, saying North Korea's missile was expected to land in the vicinity around 7:55 a.m. Thursday morninghttps://t.co/FpMbT1rLB5

— NK NEWS (@nknewsorg) April 12, 2023

Japan has reassured its citizens that a missile from North Korea is no longer likely to land on or around its territory, and has lifted the previously issued evacuation order ⤵️ https://t.co/V05Dxq3tVR

— Al Jazeera English (@AJEnglish) April 13, 2023

#BREAKING: The Japanese government lifted an evacuation order for residents of the northern island of Hokkaido early Thursday, saying an emergency warning system erroneously predicted that a missile launched from North Korea would fall near the island. https://t.co/mfwGQhBJTf

— CBC News (@CBCNews) April 12, 2023

North Korea's missile prompted Japan's government to issue a warning on main island of Hokkaido to "evacuate immediately." https://t.co/HaWMK2DZyn

— DW News (@dwnews) April 13, 2023

The Japanese government told residents of the northern Hokkaido region to “seek shelter immediately” on Thursday morning after North Korea launched at least one suspected ballistic missile. https://t.co/dL5Yd0XFSo

— The Daily Beast (@thedailybeast) April 12, 2023

North Korea fired a ballistic missile that fell in waters between North Korea and Japan, the South Korean military said. Japan issued a brief evacuation alarm on the island of Hokkaido, urging residents to seek shelter. This was later retracted. https://t.co/5dhGSwJuuc

— The New York Times (@nytimes) April 13, 2023

North Korea fired a ballistic missile into waters off its east coast on Thursday, prompting an evacuation order that was later lifted in northern Japan. https://t.co/6X3H12d3Ut

— CNN (@CNN) April 13, 2023

ALERT: The Japanese government is warning that North Korea appears to have launched at least one ballistic missile. The government is urging everyone in Hokkaido to seek shelter. Follow local media for guidance. pic.twitter.com/Pw4PeRBqav

— U.S. Embassy Tokyo, ACS (@ACSTokyo) April 12, 2023

[Emergency alert]
North Korea has launched a suspected ballistic missile. More updates to follow.

— PM's Office of Japan (@JPN_PMO) April 12, 2023

Canada deploys military aircraft to Japan to implement North Korea sanctions https://t.co/YUZ369YLsq pic.twitter.com/cMDLjxlOUd

— Reuters (@Reuters) April 6, 2023

Japan’s Prime Minister Fumio Kishida is unhurt after an apparent smoke bomb was thrown at him while he was preparing to give a speech in central Japan on Saturday. https://t.co/rZp7DK6cvr

— Financial Review (@FinancialReview) April 15, 2023

https://twitter.com/visegrad24/status/1638681710610227200

Summit Meeting between Prime Minister Kishida and President Duda of Poland🇯🇵🇵🇱

Prime Minister Kishida expressed his respect for the great role Poland is playing on the front line as a military and humanitarian base for Ukraine.https://t.co/7GMiby0t5O

— PM's Office of Japan (@JPN_PMO) March 22, 2023

Japanese Prime Minister Fumio Kishida met with Poland’s prime minister for talks about the region’s security and bilateral relations a day after he made a surprise visit to Kyiv where he met with Ukrainian President Volodymyr Zelenskyy. https://t.co/kOKKO3tcKr

— AP Europe (@AP_Europe) March 22, 2023

Poland is now officially on the list of countries eligible for Japanese Official Development Assistance. Another step to enhance our cooperation in helping Ukraine and Ukrainian refugees 🇵🇱🤝🇺🇦🤝🇯🇵https://t.co/yQPEyqN6tk

— 駐日ポーランド共和国大使館 (@PLinTokyo) March 23, 2023

🇯🇵 PM Kishida's visit to Ukraine 🇺🇦 & Poland 🇵🇱 coincides w/ Chinese 🇨🇳 Pres. Xi Jinping's state visit to Moscow

Sometimes facts speak more than most elaborated statements & “peace plans”#UnitedWithUkraine@kishida230 @PremierRP @MSZ_RP @MofaJapan_enhttps://t.co/FbhOr4yLj3

— Paweł Milewski (@MilewskiP) March 21, 2023

Rural Poland is known for its picturesque landscapes, charming villages, and traditional way of life. In many rural communities, visitors can experience authentic Polish farm life by staying in local farmsteads. pic.twitter.com/uvoPRbW7Vc

— Poland Tourism (@PolandtravelUS) March 17, 2023

Instead of pivoting quickly to solar and wind, Japan is banking on technologies such as carbon capture and ammonia to prolong the use of fossil fuels. https://t.co/RICTLOQQ19

— Bloomberg Law: Environment (@environment) April 14, 2023

G7 climate ministers challenge Japan’s energy strategy https://t.co/FL3Dvw3mc2

— Financial Times (@FT) April 13, 2023

The #G7 foreign ministers are likely to call for Russia to end its war against #Ukraine and issue a tacit warning against #China over attempts to change the status quo by force as they gather in Japan for a meeting starting Sunday. (via @kyodo_english)https://t.co/5EcfbXIerD pic.twitter.com/NwxFByrehF

— Sasakawa USA (@SasakawaUSA) April 14, 2023

The Group of 7 foreign ministers are likely to reiterate calls for Russia to immediately end war against Ukraine and issue a tacit warning against China over attempts to change the status quo by force as they gather in Japan for a meeting starting Sunday https://t.co/tXb4JJmYfL

— Michelle Ye Hee Lee (@myhlee) April 13, 2023

G7 foreign ministers intend to accuse Russia of using misinformation for winning international support of its actions in Ukraine in a joint statement following the upcoming meeting in Japan’s Karuizawa, the NHK TV channel reported:https://t.co/ANBaxRmUwo pic.twitter.com/HgPf5lB6fD

— TASS (@tassagency_en) April 12, 2023

Japan to chair G7 finance meeting in Washington: Finance Minister Shunichi Suzuki said on Tuesday that Japan would chair a Group of Seven (G7) financial leaders' meeting on Wednesday in Washington to discuss the global economy… https://t.co/bDenn9XYdR #japannews #japantoday

— Japan Today News (@JapanToday) April 11, 2023

Even as inflation continues to rage in many major economies, price growth in Russia has plunged near the level in Japan and well below those seen in the US and the Eurozone https://t.co/5VT9fJ3WKd

— Bloomberg (@business) April 12, 2023

Japan expressed deep concern about increased Chinese military activity around its shores, including in coordination with Russia https://t.co/oJPRZHbORI

— Bloomberg (@business) April 11, 2023

The NOAA/CIMSS Volcanic Cloud Monitoring site is tracking the recent #Kamchatka #Volcano eruption in #Russia via Japan's Himawari-9 satellite imagery and the VOLCAT derived Ash Probability product, critical information for aviation safety. https://t.co/dSCbVPhSD5 pic.twitter.com/vsOkH1hZP7

— UW-Madison CIMSS (@UWCIMSS) April 7, 2023

BREAKING: Japan is breaking from its U.S. allies in order to buy Russian oil above the current price cap 😳‼️ pic.twitter.com/eFRoDa50Aq

— RapTV (@Rap) April 3, 2023

US announcement to impose export controls on Turkish companies for allegedly doing business with Russia has stirred debate on the effectiveness of these sanctions and whether Ankara should respond to protect its rising trade relations with Moscow.https://t.co/CwkyC9mOhQ

— Arab News Japan (@ArabNewsjp) April 14, 2023

Japan announces it will break away from US and other western allies and start buying Russian oil above agreed quota pic.twitter.com/LoEb6X12LA

— TRT World Now (@TRTWorldNow) April 3, 2023

The Chinese navy has conducted 120 flight sorties from an aircraft carrier over the past three days, according to Japan https://t.co/ugsJuvKfdR

— Financial Times (@FinancialTimes) April 10, 2023

Japan Breaks With U.S. Allies, Buys Russian Oil at Prices Above Cap – WSJ https://t.co/XY6flBWloM

— حسن سجواني 🇦🇪 Hassan Sajwani (@HSajwanization) April 3, 2023

From @WSJopinion: The war in Ukraine is America’s fight and we must win it. If the U.S. loses its nerve, it will invite an even greater calamity in the Taiwan Strait, writes @john_walters_. https://t.co/wJQX87Z0Aa

— The Wall Street Journal (@WSJ) April 6, 2023