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.

Japan Morning Connection: Yamaha Motor, Rohm, Kawasaki Heavy

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

Japan Morning Connection: Mercari, Sumitomo Forestry, Anritsu

Independent Insight Provider

Thematic (Sector/Industry)

<ul>
<li>Tech weakness in Japan to continue, following the profit taking lead out of the US with NVDA numbers on Wednesday.</li>
<li>Defence related may get a lift after yesterdays weakness, with Middle East tensions rising, Japan warding off a Chinese spy plane and ex-Defence Minister announcing candidacy for LDP leader.</li>
<li>Typhoon Shanshan is expected in Kyushu. Resulting weakness on related names is usually short-lived and largely retail investor driven, making reverse positioning into the moves the more attractive tactic.</li>
</ul>


Tech weakness in Japan to continue, following the profit taking lead out of the US with NVDA numbers on Wednesday.
Defence related may get a lift after yesterdays weakness, with Middle East tensions rising, Japan warding off a Chinese spy plane and ex-Defence Minister announcing candidacy for LDP leader.
Typhoon Shanshan is expected in Kyushu. Resulting weakness on related names is usually short-lived and largely retail investor driven, making reverse positioning into the moves the more attractive tactic.


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