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: So Far Takaichi as PM Is Turning Out to Be a Sell the Fact Moment

Japan Morning Connection: Tesla Front Loading and IBM's Red Hat Failing to Impress Markets

Japan Morning Connection: STM -14% but Nexperia Cannot Guarantee Supplies to JP Autos

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

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Apple to ATH's with its China iPhone17 sales tracking 14% better than the same period for the iPhone16.</li>
<li>With an LDP - Ishin pact signed, Takaichi is set to reign as PM. Space names and JSW look to have more upside as do Heavies.</li>
<li>Will a China trade deal include a big Boeing order after a 5-year hiatus? Comments from the US Ambassador and Trumps play book point to YES.</li>
</ul>


Apple to ATH's with its China iPhone17 sales tracking 14% better than the same period for the iPhone16.
With an LDP - Ishin pact signed, Takaichi is set to reign as PM. Space names and JSW look to have more upside as do Heavies.
Will a China trade deal include a big Boeing order after a 5-year hiatus? Comments from the US Ambassador and Trumps play book point to YES.


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