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 Tariff U-Turn Will Help Markets Start Better

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: 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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Jensen in the White House did little to help NVDA on the spectre of further restrictions.</li>
<li>NEC +18% in one of its biggest moves ever on Friday as defense takes a bigger role.</li>
<li>Screen and Lasertec both reported earnings beats but its a mixed bag for both under the hood.</li>
</ul>


Jensen in the White House did little to help NVDA on the spectre of further restrictions.
NEC +18% in one of its biggest moves ever on Friday as defense takes a bigger role.
Screen and Lasertec both reported earnings beats but its a mixed bag for both under the hood.


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

Japan IT

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