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: US Relief Rally Sending JP Futures Sharply Higher

Japan Morning Connection: Reciprocal Tariff Deadline Looms but Japan Is Front of the Line in Talks

Japan Morning Connection: Trump Pulls off One of the Greatest Ruses of All Time

Japan Morning Connection: Rough Start with US Meltdown but Trump Showing Willingness to Negotiate

Japan Morning Connection: Trump's Tariff Shock Set to Roil Japan with a 10% + 24% Baseline

Japan Morning Connection: Pre-Tariff Relief Rally Will Start Japan Higher to Start

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Big drops for futures and commodity markets to start the week, so expect heavy selling across the board to start.</li>
<li>Vietnam signalling willingness to cut US tariffs sending related footwear/clothing names who manufacture in country sharply higher.</li>
<li>Nintendo cancelling its US Switch2 pre-sales sending ADR's lower only to snap back as market remains bullish on new console.</li>
</ul>


Big drops for futures and commodity markets to start the week, so expect heavy selling across the board to start.
Vietnam signalling willingness to cut US tariffs sending related footwear/clothing names who manufacture in country sharply higher.
Nintendo cancelling its US Switch2 pre-sales sending ADR's lower only to snap back as market remains bullish on new console.


Japan Morning Connection: Trump Panic Tactic Working Hook, Line, and Sinker