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: 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