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: Chinese EDA Restrictions Lifted but No Follow Through for Semi-Cap

Japan Morning Connection: Trumps Latest 25% Tariff Salvo on JP Unlikely to Be Final

Japan Morning Connection: Pharma Set for Rough Start on Trump Threats

Japan Morning Connection: Big Pivot from Momo into Value Should See a Sharp Factor Rotation Today

Japan Morning Connection: Japan Set for Wobbly Start on Tariff Threats but Impact Likely Short Lived

Japan Morning Connection: Tech Plateauing May See NKY Top Out for Last Day of the QTR

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Oracle order for millions of homes worth of power consumption sends DC and server related higher.</li>
<li>Power semis also up as analysts continue to take a more constructive view.</li>
<li>Gaming names may bounce after yesterdays dip given they are seen as 'tariff proof' ahead of deadline.</li>
</ul>


Oracle order for millions of homes worth of power consumption sends DC and server related higher.
Power semis also up as analysts continue to take a more constructive view.
Gaming names may bounce after yesterdays dip given they are seen as 'tariff proof' ahead of deadline.


Japan Morning Connection: AI and Tech Snaps Back with SOX at Recent Highs