Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Trading Japanese equities since 2004 I have worked at several firms in Tokyo, HK and currently Singapore. My main focus since 2015 has been on fundamentally driven, sector neutral L/S strategies for the large-cap Japan universe, with a tilt towards the tech and industrial sectors.

Japanese Equity Specialist

Japan Morning Connection: Tokyo Metro IPO Should See Strong Demand

Japan Morning Connection: Tesla Big Beat and SK Hynix Numbers to Buoy Sentiment

Japan Morning Connection: Risk-On to Finish the Week

Japan Morning Connection: Recruit's 20% ADV Buyback Should Run Out of Bullets Early Nov

Japan Morning Connection: Mixed Reaction to TSMC Gains, Sumitomo Forestry Ready to Rebound

Japan Morning Connection: More Downside for SPE on ASML and Potential US Curbs for Huawei Suppliers

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NVDA saving tech from a bigger pullback as the market takes profits ahead of earnings.</li>
<li>Rates higher and causing a pullback in R/E related and the yen is approaching Y151.</li>
<li>Disco's better-than-expected outlook for HBM related equipment should leave more room for upside.</li>
</ul>


NVDA saving tech from a bigger pullback as the market takes profits ahead of earnings.
Rates higher and causing a pullback in R/E related and the yen is approaching Y151.
Disco's better-than-expected outlook for HBM related equipment should leave more room for upside.


Japan Morning Connection: Potential for Disco to Push Higher with Positive HBM Outlook

Japan IT

Japan Morning Connection: Potential for Disco to Push Higher with Positive HBM Outlook