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

Tokyo Morning Connection: NKY225 Rebalance Decision, Likely Dip Buying After Yesterdays Rout

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Japan Morning Connection: Record Defense Budget and Nikkei Rebalance Set to Boost Related Stocks

Japan Morning Connection: Tech Set to Rebound as Dell After-Market Print Sets Positive Tone

Japan Morning Connection: NVDA Disappoints

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Echoes of August with Japan looking to start the day very weak on the lead from US semi related.</li>
<li>Expect heavy selling for recent retail margin favourites e.g. Mercari, IHI, KHI and Socionext, and SPE winners such as Kokusai and Advantest, although the sector will start under heavy pressure.</li>
<li>Nothing from Nikkei Inc. yet on their NKY225 rebalance decision, but expect outsized volatility today with many multi-strategy pods shuttered during the August sell off.</li>
</ul>


Echoes of August with Japan looking to start the day very weak on the lead from US semi related.
Expect heavy selling for recent retail margin favourites e.g. Mercari, IHI, KHI and Socionext, and SPE winners such as Kokusai and Advantest, although the sector will start under heavy pressure.
Nothing from Nikkei Inc. yet on their NKY225 rebalance decision, but expect outsized volatility today with many multi-strategy pods shuttered during the August sell off.


Japan Morning Connection: Expect Volatility with Retail and SPE Stocks Under Pressure