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: Sakae Takaichi Win Pulls Japan to the Right

Japan Morning Connection: AMD Deal News Sends AI Lurching Higher

Japan Morning Connection: Semi's Correct Finally, but Already Seeing Dip Buying off Lows Overnight

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Open AI at $500bn sends the whole AI edifice surging once again.</li>
<li>Siltronic's jumped 12% in EU and the outlook for the likes of Sumco and Shin Estu remains very positive.</li>
<li>Market see record deliveries for Tesla more as front-loading than an increase in overall demand, but robots likely to keep turning heads.</li>
</ul>


Open AI at $500bn sends the whole AI edifice surging once again.
Siltronic's jumped 12% in EU and the outlook for the likes of Sumco and Shin Estu remains very positive.
Market see record deliveries for Tesla more as front-loading than an increase in overall demand, but robots likely to keep turning heads.


Japan Morning Connection: AMAT Expecting Hit from China Export Restrictions May Take Shine off SPE