Japanese Equity Specialist, 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.

Japanese Equity Specialist

Japan Morning Connection: Time to Revisit the Most Bungled Conglomerate Left Standing?

Japan Morning Connection: AI Edge Computing Is Failing to Drive PC Demand

Japan Morning Connection: Japan Facing an Uphill Battle on Yen Strength and Weak Tape Overnight

Japan Morning Connection: Risk-On for the AI Ecosystem

Japan Morning Connection: Will SPE Sentiment Begin to Rise?

Japan Morning Connection: Sony Eyeing Elden Ring as a PS Exclusive to Counter CoD on Xbox?

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>SMCI +11.6% has continued to surge higher lifting server related plays.</li>
<li>Kirin's partial sale of Kyowa Hakko Bio unlikely to met with much enthusiasm.</li>
<li>Will a future test-time growth trajectory slowdown for Advantest dampen sentiment?</li>
</ul>


SMCI +11.6% has continued to surge higher lifting server related plays.
Kirin's partial sale of Kyowa Hakko Bio unlikely to met with much enthusiasm.
Will a future test-time growth trajectory slowdown for Advantest dampen sentiment?


Japan Morning Connection: Bessent's Nomination for Treasury Secretary Seen as Stabilizing Markets