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: Expect Japan to Reflect the US Pivot from Growth to Value

Japan Morning Connection: Strong Earnings from Sony's Games and Sensors

Japan Morning Connection: Will Shiseido Hit New Multi-Year Lows?

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Higher yields leading to profit taking ahead of tomorrows CPI print.</li>
<li>TEL numbers show expected WFE growth despite its pivot away from China.</li>
<li>Good numbers from Softbank, as its SVF posts strong unrealized gains on its solid unlisted pipeline.</li>
</ul>


Higher yields leading to profit taking ahead of tomorrows CPI print.
TEL numbers show expected WFE growth despite its pivot away from China.
Good numbers from Softbank, as its SVF posts strong unrealized gains on its solid unlisted pipeline.


Japan Morning Connection: Market Reflects Concerns over Tomorrow's CPI Print