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: Japan SPE Set for More Upside

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

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

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

Japan Morning Connection: Time to Revisit the Most Bungled Conglomerate Left Standing?

Japan Morning Connection: Bessent's Nomination for Treasury Secretary Seen as Stabilizing Markets

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>HP and Dell misses after-mkt yesterday setting off a wave of tech selling.</li>
<li>MSFT under antitrust scrutiny from the FTC raising concerns AI demand is too focused?</li>
<li>Panasonic briefing on AI continues to point to strong growth for its DC related server and power management solutions.</li>
</ul>


HP and Dell misses after-mkt yesterday setting off a wave of tech selling.
MSFT under antitrust scrutiny from the FTC raising concerns AI demand is too focused?
Panasonic briefing on AI continues to point to strong growth for its DC related server and power management solutions.


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