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

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Japan Morning Connection: Tech and AI Set for a Rough Open as Quarter End Profit Taking Hits Winners

Japan Morning Connection: Iran Heads to the Negotiating Table Sending Markets Sharply Higher

Japan Morning Connection: Kioxia Running Out of Steam as Memory Rotation Gathers Pace

Japan Morning Connection: Fading Oil Sets a Positive Tone for Risk-On Tech, Airlines and Shippers

Japan Morning Connection: Oil and Gas Infrastructure Names Ripe for a Solid Rebound

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Kioxia looks vulnerable as not far from its ATH's and +720% off its September lows with almost no short interest.</li>
<li>Sony and Nintendo may catch a bid if supply-demand imbalance shows signs of abating.</li>
<li>Fujitsu and NEC likely to do better as the market goes risk-off.</li>
</ul>


Kioxia looks vulnerable as not far from its ATH's and +720% off its September lows with almost no short interest.
Sony and Nintendo may catch a bid if supply-demand imbalance shows signs of abating.
Fujitsu and NEC likely to do better as the market goes risk-off.


Japan Morning Connection: Heavy Selling Expected for SPE as Uncertainty Builds