AIA tracks a concentrated index of 50 large-cap Asian equities across China, South Korea, Hong Kong, Taiwan, and Singapore. The fund captures earnings growth and valuation re-rating of Asia's largest businesses, particularly in technology and financials, without the currency hedging complexity of some regional peers. With a 0.5% expense ratio and $2.2 billion in net assets, it is a liquid, cost-accessible vehicle for the exposure.
In 2020, Buffett's investing vehicle announced it had acquired positions in five major Japanese trading companies. The stakes were worth slightly more than 5% in each firm, around $6.25 billion in total. At the time, Berkshire Hathaway signaled it was part of a long-term strategy, and the company was open to increasing its stakes under the right circumstances. Fast-forward five years, and the Omaha-based giant did increase its holdings-