Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Major rebound for tech/AI as markets went risk-on with the debate de-risked and consumer inflation data adding to the certainty for Sep rate cuts and a soft landing for the US economy.</li>
<li>Renewables in Japan should follow US names higher after the likes of FSLR surged on expectations measures such as the inflation reduction act will continue.</li>
<li>SPE set to surge, but avoid excessive optimism for China export names after Harris comments that the US will win the AI and quantum computing race, and Trump's China critisism.</li>
</ul>


Major rebound for tech/AI as markets went risk-on with the debate de-risked and consumer inflation data adding to the certainty for Sep rate cuts and a soft landing for the US economy.
Renewables in Japan should follow US names higher after the likes of FSLR surged on expectations measures such as the inflation reduction act will continue.
SPE set to surge, but avoid excessive optimism for China export names after Harris comments that the US will win the AI and quantum computing race, and Trump's China critisism.


Japan Morning Connection: SPE Set to Surge

Japan

NPC Incorporated mainly develops, manufactures, and sells solar cell manufacturing equipment and vacuum packaging machines.  The Company also provides maintenance and installation services.

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Npc Inc (6255 JP)

Japan Morning Connection: SPE Set to Surge

Tech/AI rebounds as markets went risk-on following consumer inflation data. Renewables in Japan to follow US names higher. SPE set to surge but...

Andrew Jackson

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52-week Range

Market Cap (USDm)

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Japan Morning Connection: SPE Set to Surge

​Tech/AI rebounds as markets went risk-on following consumer inflation data. Renewables in Japan to follow US names higher. SPE set to surge but...

Andrew Jackson

Tech/AI rebounds as markets went risk-on following consumer inflation data. Renewables in Japan to follow US names higher. SPE set to surge but...