Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

I have been trading Japanese equities since 2004, and have worked for a number of firms in Tokyo, HK and Singapore. For the last few years I have been primarily focused on developing a propietry long/short relative value sector neutral strategy for the TPX500, taking advantage of the sector depth and liquidity which only Japan has to offer in Asia.

Japanese Equity Specialist

Japan Morning Connection: Risk-On for the AI Ecosystem

Japan Morning Connection: Bessent's Nomination for Treasury Secretary Seen as Stabilizing Markets

Japan Morning Connection: Time to Revisit the Most Bungled Conglomerate Left Standing?

Japan Morning Connection: Sony Eyeing Elden Ring as a PS Exclusive to Counter CoD on Xbox?

Japan Morning Connection: JP Set for a More Upbeat Start After Tech Rebound

Japan Morning Connection: Potential for Ibiden and Renesas to Be Seen as NVDA Plays

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NVDA slight beat not enough to appease market, but strong AI outlook is positive.</li>
<li>Timing may be right to look at names like TEL and Disco again now NVDA de-risked</li>
<li>Qualcomm down after its IR day and concerns its future focus on Autos and IoT wont replace Apple.</li>
</ul>


NVDA slight beat not enough to appease market, but strong AI outlook is positive.
Timing may be right to look at names like TEL and Disco again now NVDA de-risked
Qualcomm down after its IR day and concerns its future focus on Autos and IoT wont replace Apple.


Japan Morning Connection: Will SPE Sentiment Begin to Rise?