WisdomTree Japan Hedged Equity Fund (ARCA: DXJ)

最新ニュース WisdomTree Japan Hedged Equity Fund (ARCA:DXJ)

WisdomTree Japan Hedged Equity Fund

Industrials

Consumer Cyclical

Financial Services

Technology

Basic Materials

Consumer Defensive

Healthcare

Communication Services

Energy

Utilities

Other

Under normal circumstances, at least 95% of the funds total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is designed to provide exposure to Japanese equity markets while at the same time neutralizing exposure to fluctuations of the Japanese yen relative to the U.S. dollar. The fund is non-diversified.

State Street Navigator Securities Lending Government Money Market Portfolio

Toyota Motor Corp

Mitsubishi Ufj Financial Group Inc

WisdomTree Japan Hedged SmallCap Equity Fund

<a href="https://www.benzinga.com/topic/warren-buffett">Warren Buffett </a>gave Japan Inc. another stamp of approval and the market is eating it up. Shares of <a href="https://www.benzinga.com/topic/japan">Japan's</a> five largest trading houses surged up to 9% after the Oracle of Omaha signaled Berkshire Hathaway Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) is eyeing bigger stakes.
Mitsubishi UFJ Financial Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MUFG#NYSE">MUFG</a>) led the pack, climbing nearly 9%, while Mitsui &amp; Co (OTCPK:MITSY), Marubeni Corp (OTCPK:MARUF) (OTCPK:MARUY), Sumitomo Mitsui Financial Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMFG#NYSE">SMFG</a>) and Itochu Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITOCF#NYSE">ITOCF</a>) all jumped between 4% and 7.5%, <a href="https://www.ft.com/content/431a648e-851e-49f7-a37b-e862f4c19474">reported</a> the Financial Times.
<h2 class="wp-block-heading">Buffett&#8217;s Billion-Dollar Bet Gets Bigger</h2>
Buffett's love affair with Japan is nothing new. Back in 2020, Berkshire quietly snapped up 5% stakes in each of these trading giants, shelling out $6 billion. Fast forward to today and those holdings are worth $23.5 billion.
Related: <a href="https://www.benzinga.com/25/02/43906366/warren-buffetts-berkshire-boosts-bets-on-five-japanese-companies-admiration-has-consistently-grown-says-oracle-of-omaha-in-letter-to-shareholders">Warren Buffett&#8217;s Berkshire Boosts Bets On 5 Japanese Companies: Oracle Of Omaha Says Admiration &#8216;Has Consistently Grown&#8217;</a>
Now, with the 10% ownership cap lifted, Buffett's annual letter made it clear: "You will likely see Berkshire's ownership of all five increase somewhat." 
Translation? Buffett's doubling down.
<h2 class="wp-block-heading">Why Trading Houses? Think Private Equity, Buffett Style</h2>
Why does he love these stocks? 
Think of them as Japan's private equity powerhouses with portfolios spanning convenience stores, salmon farms, infrastructure and tech startups.
Jefferies analyst Thanh Ha Pham calls them &#8220;the private equity of Japan&#8221; but with a Buffett-approved long-term horizon.
<h2 class="wp-block-heading">ETFs, Stocks Riding The Buffett Wave</h2>
For ETF investors, Buffett's Japan bet shines a light on three key funds. 
The iShares MSCI Japan ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWJ#NYSE">EWJ</a>) is up 2.64% year-to-date, while JPMorgan's BetaBuilders Japan ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBJP#NYSE">BBJP</a>) has climbed 2.37%. But the real standout? 
The WisdomTree Japan Hedged Equity Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DXJ#NYSE">DXJ</a>), which boasts a 3.98% gain over the past year.
The Buffett effect is real and it's not just the trading houses riding the wave.
Sony (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) has soared 44% in the past year, while Sumitomo Mitsui Financial Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMFG#NYSE">SMFG</a>) is up nearly 40%. Even Mitsubishi UFJ Financial Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MUFG#NYSE">MUFG</a>) has posted a stellar 24.6% annual gain.
With Japan's corporate reforms, rising dividends and Buffett's backing, this might just be the start of a long-term bull run.
For investors, ignoring Japan now could be like skipping Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) in 2003 &#8211; a mistake Buffett himself vowed never to repeat.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/etfs/specialty-etfs/25/02/43893016/rising-inflation-in-japan-3-etfs-to-watch-as-boj-navigates-rate-hike-expectations">Rising Inflation In Japan: 3 ETFs To Watch As BOJ Navigates Rate Hike Expectations</a></li>
</ul>
Photo: Shutterstock

Asia

Long Ideas

Specialty ETFs

Markets

Trading Ideas

ETFs

AAPL

BBJP

WisdomTree Trust Japan Total Dividend Fund

ITOCF

MARUF

MARUY

MITSY

MUFG

SMFG

Sony Group Corporation American Depositary Shares

SONY

Buffett's Japan Play: Why Investors Shouldn't Sleep On These Stocks, ETFs

The <a href="https://www.benzinga.com/topic/us-dollar">U.S. dollar&#8217;s recent slide</a> has less to do with trade and more with the Fed&#8217;s indifference to <a href="https://www.benzinga.com/topic/inflation">rising inflation expectations</a>, according to JPMorgan analyst Meera Chandan.
The sharp drop in U.S. real yields, fueled by the Fed's hands-off approach, has pushed the greenback lower. Chandan believes this de-risking cycle is running out of steam, with nearly 75% of the post-October dollar buying already unwound.
Read Also: <a href="https://www.benzinga.com/general/market-summary/25/02/43884153/us-services-drop-sharply-darkening-picture-of-high-prices-uncertainty-economist-says">US Services Drop Sharply: &#8216;Darkening Picture&#8217; Of High Prices, Uncertainty, Economist Says</a>
<h1 class="wp-block-heading">Yen Rally Faces Headwinds</h1>
While the yen has surged, Chandan warns that its strength may be short-lived. The Bank of Japan's policy stance, stretched speculative positioning, and significant domestic outflows could cap further gains. Policymakers are also showing discomfort with the rapid sell-off in Japanese government bonds, suggesting the yen's momentum may soon stall.
For U.S. investors looking to play this theme, the WisdomTree Japan Hedged Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DXJ#NYSE">DXJ</a>) offers exposure to Japanese equities while hedging yen risk.
<h1 class="wp-block-heading">China Stocks Rally, But Yuan Lags</h1>
China's AI-driven stock surge, powered by breakthroughs like Deepseek and a slower tariff rollout, has yet to lift the Chinese yuan. Unlike past rallies, JPMorgan sees limited upside for the yuan, projecting 7.40 by the second quarter and 7.50 by year-end. Solid domestic U.S. dollar demand and a smaller foreign investor footprint are keeping the yuan in check.
Investors eyeing Chinese equities without FX risk might consider the KraneShares CSI China Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KWEB#NYSE">KWEB</a>).
<h1 class="wp-block-heading">JPMorgan's Playbook: Watch For A Dollar Rebound</h1>
Chandan recommends a cautious approach: stay modestly long U.S. dollars, reduce Euro shorts and take profits on Japanese yen baskets.
With the U.S. dollar's sell-off losing momentum and tariff risks still looming, JPMorgan's call is clear — the dollar's floor might be closer than markets think.
The Invesco DB US Dollar Bullish ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UUP#NYSE">UUP</a>) could be a practical way to position for a rebound.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/25/02/43884588/alibaba-leads-china-stock-rally-as-deepseeks-ai-breakthrough-and-xis-support-boost-investor-confidence">US Listed China Stocks Rally: Alibaba&#8217;s Performance, President Xi&#8217;s Support, DeepSeek AI Boost Investor Confidence</a></li>
</ul>
Photo: Shutterstock

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Currency ETFs

Forex

Global

Federal Reserve

Analyst Ratings

KWEB

PowerShares DB US Dollar Index Bullish Fund

Dollar Dips As Fed Holds Line, But JPMorgan Says Floor Is Near

Japan's core consumer inflation climbed to 3.2% in January, marking its fastest pace in 19 months, according to a Reuters report. As expectations of the Bank of Japan (BOJ) <a href="https://www.benzinga.com/markets/asia/25/02/43425523/bank-of-japan-signals-further-rate-hikes-possible-amid-inflation-economic-overheating-worries">continuing to raise interest rates</a> grow, investors following Japan's economic shifts may want to keep an eye on these three <a href="https://www.benzinga.com/etfs">ETFs focused on Japanese equities</a>:
iShares MSCI Japan Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWJ#NYSE">EWJ</a>) is one of the largest Japan-focused ETFs. EWJ mirrors the MSCI Japan Index, which tracks top Japanese companies across various sectors.
JPMorgan BetaBuilders Japan ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/BBJP#BATS">BBJP</a>) seeks to track the performance of the Morningstar Japan Target Market Exposure Index. This fund offers a cost-efficient way to invest in Japanese stocks, providing broad exposure to large- and mid-cap companies.
WisdomTree Japan Hedged Equity Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DXJ#NYSE">DXJ</a>) provides exposure to Japanese equities while hedging against movements in the yen. With a focus on companies that generate a significant portion of their revenue overseas (20% or more, according to DXJ fact sheet), this ETF could benefit from a stronger U.S. dollar.
Also Read: <a href="https://www.benzinga.com/markets/bonds/25/02/43772167/japan-bond-yields-hit-15-year-high-as-gdp-growth-surpasses-expectations-peter-schiff-warns-of-train-wreck">Peter Schiff Warns Of &#8216;Slow-Motion Train Wreck&#8217; Financial Disaster That&#8217;s On No One&#8217;s Radar</a>
Potential Impacts
Japan's core consumer inflation surged to 3.2% in January, marking its fastest pace in 19 months. This rise has fueled expectations that the BOJ may continue raising interest rates from their still-low levels, per Reuters. As inflationary pressures mount, bond yields have also climbed, with the two-year Japanese government bond yield reaching 0.830%, its highest level since October 2008.
If inflation in Japan continues to rise, investors in these ETFs could face mixed outcomes. The BOJ may respond with more aggressive interest rate hikes, increasing borrowing costs for businesses and potentially pressuring stock prices, which could impact ETFs like EWJ and BBJP. 
In a note on Jan. 21, Vincent Chung, co-portfolio manager at T. Rowe Price, said that the BOJ&#8217;s rate hike may be the first of several gradual increases. He sees the policy rate to likely reach 1% or higher by the end of this year, as <a href="https://www.cnbc.com/2025/01/24/bank-of-japan-hikes-policy-rates-by-25-basis-points-to-highest-since-2008.html">reported </a>by CNBC.
Reuters noted that Japan's inflation has remained above the central bank's 2% target for close to three years, putting pressure on policymakers to take further action. The BOJ already <a href="https://www.benzinga.com/news/econ-s/25/01/43183053/bank-of-japan-raises-interest-rates-to-pre-2008-levels-amid-trumps-tariff-uncertainties">raised its short-term interest rate</a> to 0.5% from 0.25% in January in a move to achieve sustainable inflation. 
Additionally, a stronger yen due to higher interest rates may hurt export-driven companies, which are majorly large-cap. In this case, ETFs carrying small-cap Japanese stocks, such as the iShares MSCI Japan Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCJ#NYSE">SCJ</a>) may be considered. WisdomTree Japan Hedged Equity Fund&#8217;s currency-hedged strategy could offer some protection.
On the other hand, one must not forget that external economic developments are also at play. CNBC quoted Chung&#8217;s warning that rising U.S. inflation coupled with sustained economic growth later this quarter could lead to a stronger dollar and weaker yen.
Inflation could also mean sector-specific impacts. For instance, while financial and commodity-related stocks can benefit, consumer-driven industries could be strained. Increased market uncertainty and volatility may create short-term fluctuations in these ETFs.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/etfs/specialty-etfs/25/02/43888012/apples-in-house-modem-chip-sparks-qualcomm-concerns-3-etfs-with-key-exposure">Apple&#8217;s In-House Modem Chip Sparks Qualcomm Concerns: 3 ETFs With Key Exposure</a></li>
</ul>
Photo: Shutterstock

Rising Inflation In Japan: 3 ETFs To Watch As BOJ Navigates Rate Hike Expectations

Macro Economic Events

News

Econ #s

Economics

Reported Earlier, au Jibun Bank Japan Services Purchasing Managers' Index Preliminary For February 53.1 Vs. 53.0 Prior

Reported Earlier, Japan National Core Consumer Price Index (YoY) For January 3.2% Vs. 3.1% Est.; 3.0% Prior

Reported Earlier, Japan Trade Balance For January -2,758.8B Vs. -2,100.0B Est.; 132.5B (Revised) Prior

Reported Earlier, Japan Exports (YoY) For January 7.2% Vs. 7.9% Est.; 2.8% Prior

Reported Earlier, Japan Adjusted Trade Balance -0.86T Vs. -0.26T Est.; -0.03T Prior

Reported Earlier, Japan Current Account n.s.a. For December 1.077T Vs. 1.362T Est.; 3.353T Prior

Reported Earlier, Japan Adjusted Current Account For December  2.73T Vs. 2.73T Est.; 3.03T Prior

Reported Earlier, Japan Household Spending (YoY) For December 2.7% Vs. 0.2% Est.; -0.4% Prior

Reported Earlier, Japan Household Spending (MoM) For December 2.3% Vs. -0.5% Est.; 0.4% Prior

Reported Earlier, au Jibun Bank Japan Services Purchasing Managers' Index For January 53.0 Vs. 52.7 Est.; 50.9 Prior

Reported Earlier, Japan 10-Year JGB Auction 1.260% Vs. 1.140% Prior

Reported Earlier, Japan Industrial Production (MoM) Preliminary For December 0.3% Vs. -0.1% Est.; -2.2% Prior

Reported Earlier, Japan Tokyo Core Consumer Price Index (YoY) For January 2.5% Vs. 2.5% Est.; 2.4% Prior

Bank of Japan Core Consumer Price Index (YoY) 1.9% Vs. 1.7% Est.; 1.7% Prior

Reported Earlier, au Jibun Bank Japan Services Purchasing Managers' Index Preliminary For January 52.7 Vs. 50.9 Prior

Reported Earlier, Japan National Consumer Price Index (MoM) For December 0.6% Vs. 0.4% (Revised) Prior

Reported Earlier, Japan National Core Consumer Price Index (YoY) For December 3.0% Vs. 3.0% Est.; 2.7% Prior

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QSML

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