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: Names with EU Exposure in Focus After Germany Pulls the Stops on Spending

Japan Morning Connection: Tech Out, All Things EU In

Japan Morning Connection: US Dip Buying for Tech Should See Dip Buying in Japan to Start.

Japan Morning Connection: Japan Tech to Follow the US Lower, but Defense Should Have Further to Run

Japan Morning Connection: Japan Set to Rebound Led by Tech and Defence

Japan Morning Connection: Nvidia + Trump Tariff Worries Sparks Tech Swoon

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>TSMC higher on news from the day before it is investing heavily in US fab capacity.</li>
<li>Continental AG -11.6% after earnings miss sets a poor tone for JP tire makers Bridgestone, Toyo, Yokohama and Sumitomo.</li>
<li>All eyes on Trumps speech to congress this morning, although markets should be firm off the open.</li>
</ul>


TSMC higher on news from the day before it is investing heavily in US fab capacity.
Continental AG -11.6% after earnings miss sets a poor tone for JP tire makers Bridgestone, Toyo, Yokohama and Sumitomo.
All eyes on Trumps speech to congress this morning, although markets should be firm off the open.


Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop

Japan IT

Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop