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: Oracle Blows the Doors off as the AI Train Shows No Sign of a Slowdown

Japan Morning Connection: Oracle +36% Pulls Most AI Related Sharply Higher, Expect Softbank Strength

Japan Morning Connection: Tech Strength Continues with a Swing to Semi-Cap, Boding Well for Japan

Japan Morning Connection: Tech Storms Higher on a Raft of Positive Earnings and Bullish NAND Outlook

Japan Morning Connection: Alphabet and Apple Prop the Market up as AI Cited as a Competitive Threat

Japan Morning Connection: Google Spared from Anti-Trust Break up Sends Stock up in Late Trading

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Japan heads for its 4th Prime Minister since 2020 with Ishiba failing to turn many of his election pledges into reality.</li>
<li>Broadcom OpenAI order sends tech higher, with NVDA and AMD weakness likely short-lived.</li>
<li>US Jobs print sends yields sharply lower and Homebuilders up.</li>
</ul>


Japan heads for its 4th Prime Minister since 2020 with Ishiba failing to turn many of his election pledges into reality.
Broadcom OpenAI order sends tech higher, with NVDA and AMD weakness likely short-lived.
US Jobs print sends yields sharply lower and Homebuilders up.


Japan Morning Connection: Ishiba Heads for the Door (Finally) And Markets Pointing Higher