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: Trump Tariffs Set to Roil Markets to Start the Week

Japan Morning Connection: Trump Tariff U-Turn Will Help Markets Start Better

Japan Morning Connection: Big Capex Guidance from Alphabet a Positive for Semicap Related

Japan Morning Connection: Mixed Signals from Tech and Semi's but After-Mkt Moves Pointing Higher

Japan Morning Connection: US Tech and Semi Rebound Feel's like a Dead Cat Bounce

Japan Morning Connection: US Tech Meltdown Set to Hit Japan AI/Tech Names Again

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Lam Research and KLA carrying on from ASML beat earlier in the week: positive for JP SPE.</li>
<li>Intel trading better after hours with earnings not a horrible as feared may help JP suppliers.</li>
<li>IBM beat on its transition to services and AI offerings should help JP IT such as Fujitsu, as well as NEC and NRI who also reported yesterday.</li>
</ul>


Lam Research and KLA carrying on from ASML beat earlier in the week: positive for JP SPE.
Intel trading better after hours with earnings not a horrible as feared may help JP suppliers.
IBM beat on its transition to services and AI offerings should help JP IT such as Fujitsu, as well as NEC and NRI who also reported yesterday.


Japan Morning Connection: Semi Rebound with Good Earnings from Semi-Cap Majors