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: Big Capex Guidance from Alphabet a Positive for Semicap Related

Japan Morning Connection: Tech Rebound Shine May Be Tarnished by Apple Suppliers After Market

Japan Morning Connection: Mixed Read from the US but Direction Pointing Higher

Japan Morning Connection: Trump Tariffs Set to Roil Markets to Start the Week

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Weak tape for tech over mixed signalling out of White House.</li>
<li>Kyocera earnings missed but management seem to be pulling the right levers (finally) on the restructuring front.</li>
<li>Ibiden tarred by the Shinko brush, but what about its NVDA exposure?</li>
</ul>


Weak tape for tech over mixed signalling out of White House.
Kyocera earnings missed but management seem to be pulling the right levers (finally) on the restructuring front.
Ibiden tarred by the Shinko brush, but what about its NVDA exposure?


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