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: Meta Locks Down AMD Chip Supply with Eyes on Becoming a Major Holder

Japan Morning Connection: Navitas Semi Numbers Show Increased Adoption of GaN/SiC Power Components

Japan Morning Connection: IDC Drops a Bombshell Expecting Smartphone Mkt to Contract 12.9% This Year

Japan Morning Connection: Markets Spooked by the Specter of Attacks on Iran

Japan Morning Connection: Tech and AI up but Power and Industrial Semi's Sag on Numbers

Japan Morning Connection: Trump Touts Infra Investment a Win for ‘Coercion Through Tariffs’ Approach

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Markets reacting to a dystopian Citrini Research report highlighting the danger AI poses to the consumer driven economy.</li>
<li>Software takes another hit with IBM posting its biggest loses since 2000 on fears AI eats into its mainframe biz.</li>
<li>Semi-Caps are outperformers ahead of the NVDA numbers on Wednesday.</li>
</ul>


Markets reacting to a dystopian Citrini Research report highlighting the danger AI poses to the consumer driven economy.
Software takes another hit with IBM posting its biggest loses since 2000 on fears AI eats into its mainframe biz.
Semi-Caps are outperformers ahead of the NVDA numbers on Wednesday.


Japan Morning Connection: AI Fears Spread with Financials and Insurance Down Sharply