Warren Buffett's Investments in Japanese Trading Firms: Impact on Korean Trading Companies

512 Views29 Sep 2023 00:55
SUMMARY
  • We believe that Warren Buffett's investments in Japanese trading companies have also positively impacted several Korean trading companies in the past three years.
  • We highlighted seven Korean trading companies three years ago including Posco International and their share prices are up more than 76% on average in this period.
  • Despite their outstanding share price performance in the past three years, there could be some significant headwinds ahead, as evidenced by the steep inverted yield curve.
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