Japanese trading houses lure investors with healthy returns amid US tariff uncertainty
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 02 2025
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Source: Reuters
Shareholder Returns Amid Profit Caution: Japanese trading houses, including Mitsubishi and Sumitomo, are promising healthy shareholder returns despite cautious profit forecasts due to U.S. tariff uncertainties, with plans for increased dividends and share buybacks.
Berkshire Hathaway's Investment Confidence: Warren Buffett's Berkshire Hathaway has been increasing its stakes in these companies, indicating trust in their management strategies, as executives express confidence in maintaining strong shareholder payouts and managing potential tariff impacts.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
