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: Nuclear News from Meta May Help Kansai After Settlement Day Selloff

Japan Morning Connection: Japan SPE Set for More Upside

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>US semi-cap names continuing to jump on looser US restrictions than expected.</li>
<li>See attached table for short interest levels for Japan SPE plays.</li>
<li>Gelsinger out and uncertainty up, although JP suppliers will see minimal reaction.</li>
</ul>


US semi-cap names continuing to jump on looser US restrictions than expected.
See attached table for short interest levels for Japan SPE plays.
Gelsinger out and uncertainty up, although JP suppliers will see minimal reaction.


Japan Morning Connection: Brief Respite for SPE Before Trump Likely Ratchets Higher from Jan