Participate in the Osaka World Expo! Influencers lead the inspection of core industries in Japan such as finance, real estate, and new consumption

Wallstreetcn
2025.07.23 08:50
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Wall Street Watch will hold the "Meet·Global Research Tour" event from September 8 to 13, examining core industries such as finance, real estate, and new consumption in Osaka and Kyoto, Japan. Buffett has been increasing his holdings in Japanese assets since 2019, and the Nikkei index has been rising continuously, reaching a historical high in 2024. There are clear signs of economic recovery in Japan, with significant wage growth and the ten-year government bond yield reaching its highest level since 2008. The real estate market is also beginning to warm up, attracting investor attention

In early September, as the ginkgo trees turn golden and the maple leaves gradually redden, Wall Street Insights has scheduled the third stop of the "Meet·Global Research Tour" in Osaka and Kyoto, Japan—this core region has long served as the political, economic, and cultural center of Japan throughout its thousand-year history. We sincerely invite you to join us from September 8 to 13 for a comprehensive research and investigation journey.

The trends in Japan's financial and real estate markets have always been hot topics of concern for many users.

The "Oracle of Omaha," Warren Buffett, began accumulating Japanese assets as early as 2019. Since his visit to Japan in April 2023 and his continued increase in holdings of Japan's five major trading companies, the Nikkei index has risen for two consecutive years, with a maximum increase of over 50% during this period, and it is expected to reach the highest annual closing level in history by the end of 2024. After experiencing fluctuations under the impact of Trump's tariffs in April 2025, the Nikkei index continues to rise, currently approaching historical highs.

As of the end of 2024, Berkshire Hathaway's total investment cost in Japan's five major trading companies is $13.8 billion, with a market value of $23.5 billion. The "Oracle of Omaha" remains optimistic about Japanese assets in the long term; in his 2025 shareholder letter, Buffett dedicated a chapter to discussing Japanese investments, and he even predicted at this year's May shareholder meeting that his successor would hold shares in Japan's five major trading companies "for at least several decades."

Japan's economy has also emerged from the "lost three decades," with inflation reappearing in 2024, marking the end of the negative interest rate era. One of the most obvious signs of economic recovery is the significant increase in employee wage levels. On July 3 of this year, Japan's largest labor union organization, "Rengo," announced the results of this year's spring labor negotiations (Shuntō)—the national average wage increased by 5.25%, the highest level in 34 years since 1991, and it is also the second consecutive year that Japan has achieved wage growth of over 5%.

As one of the key indicators of medium- to long-term economic growth, the yield on Japan's 10-year government bonds reached its highest level since 2008 on July 23.

After the previous real estate bubble burst, the rental-to-sale ratio in Japan's real estate market has become relatively attractive, and the real estate market in core cities like Tokyo has begun to rise in recent years.

This event is the third stop of our "Meet·Global Research Tour." In the first stop in Tokyo, Japan, in March this year, we led over 20 high-net-worth individuals to conduct in-depth research in Tokyo, exploring opportunities in six major areas including real estate, financial investment, education, healthcare, and corporate investment, receiving unanimous praise from the participants.

The Osaka and Kyoto research tour was also initiated at the request of many participants from the Tokyo research group—everyone is very interested in this prime area where generations of Japanese heroes, from Minamoto no Yoritomo to Oda Nobunaga, "ascended to Kyoto" in their quest for national dominance. In planning the itinerary, we also fully considered the opinions of the participants to ensure that this event focuses on the issues they care about, helping them understand the current real market situation, see the underlying logic, and identify key opportunities This research trip focuses on in-depth investigations in industries such as real estate, finance, cosmetics, and new consumption, while also including a tribute journey to Japanese management masters and legendary entrepreneurs like Kazuo Inamori and Konosuke Matsushita, to learn about the essence of their management at the origins of their enterprises.

Considering that some participants in the last Tokyo research group provided feedback that while the trip was rewarding, "the schedule was a bit too intensive and exhausting," we have arranged a more balanced itinerary for this Osaka and Tokyo trip, including some relatively relaxed and interesting activities. On one hand, we will visit Japan's first whiskey distillery—Yamazaki Distillery—to experience and investigate this new category of "alternative investment" in Japanese whiskey. On the other hand, we have also arranged visits to the Osaka World Expo, experiences at Arima Onsen (one of Japan's three famous hot springs, favored by the royal family and feudal lords), and tours of Japan's largest lake.

For detailed itinerary arrangements for this Japan research activity, please refer to the event poster below. Interested friends can click the poster to register directly, or scan the QR code below to consult Alpha Assistant.

To ensure the quality of this research investigation, we have specially invited two frontline experts to serve as mentors for the research group. As a renowned economist, Professor Fu Peng can help everyone see the opportunities in Japan from a macro perspective of economic and industrial development and provide asset allocation strategy suggestions.

The other mentor is independent financial professional, Guan Yiwei. Guan Yiwei studied in Japan in the 1990s, graduated from Waseda University with a degree in Political Economy, and has many years of work experience in Japan. After returning to China, he has also honed his skills in frontline financial institutions for many years. His in-depth understanding of various fields in Japan and the extensive network he has built over the years can help everyone focus on the key points during this research—engaging in deep exchanges with key figures in important fields to efficiently obtain core information.

Mr. Guan has worked at globally renowned investment banks such as Goldman Sachs, UBS, Huabao Fund, and Fidelity, the third-largest fund in the world, with over 20 years of experience. He provides professional investment advice and global allocation plans and concepts to major domestic and foreign institutions and high-end clients, specializing in global macro research and allocation.

To ensure the quality of the research and user experience, we have limited the number of participants in this research group to 25 people, with limited spots available on a first-come, first-served basis. Registration closes on September 1st. Interested friends can click here to register, or scan the QR code below to consult Alpha Assistant.

Risk Warning and Disclaimer

The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial conditions, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investing based on this is at one's own risk