In a groundbreaking move, legendary investor and billionaire Warren Buffett made a pivotal decision in 2025: shifting his investment focus away from China and toward Japan, a key U.S. ally in Asia.
On December 17th, while foreign investors extended their net selling streak to a second consecutive session, proprietary trading desks took the opposite approach, marking their second straight day of net buying.
Following the initial shock, Vietnam and other Asian export nations steadily moved toward trade agreements with the U.S. administration. Meanwhile, export activities continued to grow.