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: Japanese Banks Likely to Follow US Peers Lower as Bad Debt Concerns Grow

Japan Morning Connection: LDP and Ishin May Sign a Pact to Pave the Way for Japan's First Female PM

Japan Morning Connection: AWS Outage and Calls for Improved Redundancy Infra Drives Tech and AI Up

Japan Morning Connection: Calls that AI Stocks Are in a Bubble Seems to Be Heard (For Now)

Japan Morning Connection: Tech Dip Buying Likely After Wobble from Takaichi Political Challenge

Japan Morning Connection: Intel Announces Its Long Awaited 18A Process

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>ASML guiding for growth despite a big cut in China sales a positive roadmap for JP SPE also.</li>
<li>Memory prices continue to soar as makers stop issuing spot prices due to lack of inventory.</li>
<li>A LDP-JIP alliance makes a Takaichi PM-ship more likely. Watch as the satellites continue to fly.</li>
</ul>


ASML guiding for growth despite a big cut in China sales a positive roadmap for JP SPE also.
Memory prices continue to soar as makers stop issuing spot prices due to lack of inventory.
A LDP-JIP alliance makes a Takaichi PM-ship more likely. Watch as the satellites continue to fly.


Japan Morning Connection: ASML Sets the Tone for More AI Upside to Start in Japan