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: Boeing FCF Back on Track a Good Sign for JP Heavies and CF Makers

Japan Morning Connection: Power/Industrial Semi Strength Offsets Relative Weakness for Tech Big Guns

Japan Morning Connection: Memory Back on and Micron Steps Back from Consumer to Focus on Enterprise

Japan Morning Connection: Strong Month-End for Tech Sets Japan up for a Solid Start to Dec

Japan Morning Connection: Kioxia Weakness Unlikely to Last with Bain's 36m Shs Sale a Blip at Best

Japan Morning Connection: New Potential Fed Chairman Likely to Add Another Voice for 50 Bps Cut

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Strong numbers for Credo after-hours sets a better tone for connectivity related plays.</li>
<li>FA plays may be back in focus on news Yaskawa and Softbank as well as Fanuc and NVDA announce AI focused tie-ups.</li>
<li>Expect a weakish start in Japan but tech weakness yesterday may soften blow.</li>
</ul>


Strong numbers for Credo after-hours sets a better tone for connectivity related plays.
FA plays may be back in focus on news Yaskawa and Softbank as well as Fanuc and NVDA announce AI focused tie-ups.
Expect a weakish start in Japan but tech weakness yesterday may soften blow.


Japan Morning Connection: Crypto Selloff Spooks Risk Assets Although Most Recover in the PM