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's $10bn Scale AI Investment to Buoy Sentiment for SPE

Japan Morning Connection: Trump Signals End to Biden Greenhouse Gas Emission Restrictions

Japan Morning Connection: Rumors Micron May Lift DDR4 Prices Lifts Sentiment for All Things Memory

Japan Morning Connection: Power/Analog Semi Names Leading Tech Higher once Again

Japan Morning Connection: Coreweave +25% and Numbers from HP Enterprise Sets Positive Semi Tone

Japan Morning Connection: Markets Rising from Morning Lows on Expectations for a Trump-Xi Call

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Suzuki stopping production of the Suzuki swift due to lack of rare earth from China may be the new normal for autos.</li>
<li>ISpace lunar lander fails to touch down on the moon (again), while Musk is threatening to decommission his Dragon rockets.</li>
<li>Sekisui House numbers missed on poor margins and order outlook for its US detached housing business.</li>
</ul>


Suzuki stopping production of the Suzuki swift due to lack of rare earth from China may be the new normal for autos.
ISpace lunar lander fails to touch down on the moon (again), while Musk is threatening to decommission his Dragon rockets.
Sekisui House numbers missed on poor margins and order outlook for its US detached housing business.


Japan Morning Connection: Dull Tone to Start as Musk Squabble Overshadows Trump's Call with China

Japan IT

Japan Morning Connection: Dull Tone to Start as Musk Squabble Overshadows Trump's Call with China