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 Cooling His Heels on Powell Brings Reprise to Markets

Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal

Japan Morning Connection: Japan Set to Melt up with Smaller Cap SPE and Power/Analog Names in Focus

Japan Morning Connection: TSMC Fails to Hold Early Gains While Semi-Cap Plays Also Sag

Japan Morning Connection: Trump Lauding 'great Progress' with Japan Trade Talks.

Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NVDA possibly facing issues with its new chip, which may involve its Microsoft partnership.</li>
<li>Intel's 18A process is claiming solid performance and interest from likes of Broadcom.</li>
<li>Poor numbers from Hexel should add more downside pressure to JP CF makers.</li>
</ul>


NVDA possibly facing issues with its new chip, which may involve its Microsoft partnership.
Intel's 18A process is claiming solid performance and interest from likes of Broadcom.
Poor numbers from Hexel should add more downside pressure to JP CF makers.


ジャパン・モーニング・コネクション：トランプ・パウエル両氏の緊張で米国市場が反発