Goldman Sachs Raises Japan Stock Targets on Corporate Reforms

The video discusses the rapid rally of the Nikkei index and the potential for more stock target upgrades following Goldman's lead. Concerns about a market correction are raised due to expected selling by Japanese pension funds and ETF managers. The focus shifts to Japanese trading houses holding AGMs, with attention on their collaboration with Warren Buffett. The possibility of Buffett increasing his stake in these companies is also explored.

What are the expectations regarding the upgrades in stock targets by analysts?

What factors are contributing to the concern about the rally in the Nikkei?

What potential impact does the rebalancing selling from pension funds have on the market?

How has Warren Buffett's involvement influenced Japanese trading houses?

What are the implications of Mr. Warren Buffett's current stake in Japanese trading firms?