Ortus Advisors

Andrew Jackson

I have been trading Japanese equities since 2004, and have worked for a number of firms in Tokyo, HK and Singapore. For the last few years I have been primarily focused on developing a propietry long/short relative value sector neutral strategy for the TPX500, taking advantage of the sector depth and liquidity which only Japan has to offer in Asia.

Independent Insight Provider

Thematic (Sector/Industry)

Japan Software and services / Thematic (Sector/Industry)

<ul>
<li>Markets fell with Russell -0.63%, SPX -0.71%, Nasdaq -0.93% and SOX -3.11%. UST10 rose 0.88% and the yen weakened to Y157.48. Commodoties fell.</li>
<li>CRWD -11.1%, MSFT -0.74%, and power semis (Wolfspeed -7.17%) fell due to a CrowdStrike IT outage and Trump-related EV concerns respectively, showing sector vulnerability.</li>
<li>Stocks with China exposure fell sharply due to US export restrictions, with Disco -23.1%, TEL -18.1%, Screen -17.8%. Intuitive Surgical surged on strong Q2 results and da Vinci 5 launch.</li>
</ul>


Markets fell with Russell -0.63%, SPX -0.71%, Nasdaq -0.93% and SOX -3.11%. UST10 rose 0.88% and the yen weakened to Y157.48. Commodoties fell.
CRWD -11.1%, MSFT -0.74%, and power semis (Wolfspeed -7.17%) fell due to a CrowdStrike IT outage and Trump-related EV concerns respectively, showing sector vulnerability.
Stocks with China exposure fell sharply due to US export restrictions, with Disco -23.1%, TEL -18.1%, Screen -17.8%. Intuitive Surgical surged on strong Q2 results and da Vinci 5 launch.


Japan Morning Connection – 22 July, 2024