Six years have passed since Berkshire Hathaway, led by Warren Buffett, was revealed to be investing in Japanese trading house stocks. The five major trading houses have outperformed the Nikkei Stock Average, but the pace of gains has eased in 2026. In light of heightened tensions in the Middle East, some believe their investment appeal will remain intact if they regain their positioning as resource stocks.
Six years have passed since Berkshire Hathaway, led by prominent investor Warren Buffett, was revealed to be investing in Japanese trading house stocks. Over that period, the five major trading house stocks are said to have outperformed the Nikkei Stock Average.
The pace of stock price gains is said to have moderated in 2026. Amid continuing tensions in the Middle East, views have emerged that regaining their positioning as resource stocks could restore their investment appeal.
The article’s headline also points out that the average performance of the five major trading house stocks in 2026 has lagged behind the Nikkei Stock Average. Changes in the market environment could determine how they perform going forward.
This theme can be read as an opportunity to reconsider both the prospect of additional investment in Japanese stocks suggested by Warren Buffett and the role of trading house stocks as long-term investments.