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 Lauding 'great Progress' with Japan Trade Talks.

Japan Morning Connection: TSMC Fails to Hold Early Gains While Semi-Cap Plays Also Sag

Japan Morning Connection: US Markets Pushing Back on Trump-Powell Tensions

Japan Morning Connection: 2-Days of Gains for the US Markets, but New Curbs Loom

Japan Morning Connection: US Higher Friday, but Trump Changing Tone over Electronics May Sour Mood

Japan Morning Connection: Markets Tumble on China/US Standoff and Outlook for Capital Spending

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Widespread weakness in tech/AI related plays after US curbs H20 exports setting a dour tone for JP SPE.</li>
<li>The US looking to suspend the SLR rule for Treasuries could see yields drop as banks do the work of the Fed.</li>
<li>HF's zeroed in Suzuki secondary sparks squeeze and biggest volumes of the year.</li>
</ul>


Widespread weakness in tech/AI related plays after US curbs H20 exports setting a dour tone for JP SPE.
The US looking to suspend the SLR rule for Treasuries could see yields drop as banks do the work of the Fed.
HF's zeroed in Suzuki secondary sparks squeeze and biggest volumes of the year.


Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs