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

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Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>China names will be in focus with yesterdays gains holding overnight in the US.</li>
<li>Worth looking at Japanese names previously bucketed as China plays which could now be squeeze targets with large short interests.</li>
<li>The list is long, but some names which could squeeze on the improved sentiment include Shiseido, Daikin, TOTO, Yamaha Corp and Nabtesco.</li>
</ul>


China names will be in focus with yesterdays gains holding overnight in the US.
Worth looking at Japanese names previously bucketed as China plays which could now be squeeze targets with large short interests.
The list is long, but some names which could squeeze on the improved sentiment include Shiseido, Daikin, TOTO, Yamaha Corp and Nabtesco.


Japan Morning Connection: Improved Sentiment in China Puts the Focus on Squeeze Targets