Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Trading Japanese equities since 2004 I have worked at several firms in Tokyo, HK and currently Singapore. My main focus since 2015 has been on fundamentally driven, sector neutral L/S strategies for the large-cap Japan universe, with a tilt towards the tech and industrial sectors.

Japanese Equity Specialist

Japan Morning Connection: Yamaha Motor, Rohm, Kawasaki Heavy

Japan Morning Connection: Further Sector Rotation on the Cards as Risk-Off Mood for Tech Continues

Japan Morning Connection: Sony, PPIH, 7&I

Japan Morning Connection: Mercari, Sumitomo Forestry, Anritsu

Japan Morning Connection: Rohm, Anritsu, Shiseido

Japan Morning Connection: Kose, 7&I, PPIH

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>US profit-taking in tech/growth will set a muted tone to start as the market holds its breath for comments from BoJ Gov. Ueda who addresses parliament this morning.</li>
<li>China chip imports at record highs may add to pressure for the US to broaden its export restrictions for specific technologies as well as  for legacy node equipment.</li>
<li>Koizumi leading the polls will be positive for renewable energy names which remain highly oversold after the multi-year weakness in Japanese small caps.</li>
</ul>


US profit-taking in tech/growth will set a muted tone to start as the market holds its breath for comments from BoJ Gov. Ueda who addresses parliament this morning.
China chip imports at record highs may add to pressure for the US to broaden its export restrictions for specific technologies as well as  for legacy node equipment.
Koizumi leading the polls will be positive for renewable energy names which remain highly oversold after the multi-year weakness in Japanese small caps.


Japan Morning Connection: BoJ Anticipation and Koizumi Taking an Early Lead in the Polls

Japan IT

Japan Morning Connection: BoJ Anticipation and Koizumi Taking an Early Lead in the Polls