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: Software Takes a Hit with AI Worries Resurfacing

Japan Morning Connection: Mkt Rotation Not Really Hitting Tech and AI but Expect Mild Weakness

Japan Morning Connection: SOX Closes at New Highs After TSMC Numbers and Capex Beat Ests

Japan Morning Connection: Heat Comes Out of AI While Homebuilders Rebound Sharply

Japan Morning Connection: Trump Looking to Hike Defense Budget 50% to Outweigh Governance Gripes

Memory Names Surge Higher as Jensen Huang Calls It An "Unserved Market" On AI Demand Growth

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Sandisk doubling its 3D NAND for enterprise SSD's yet to be priced in for Kioxia.</li>
<li>Sentiment for the space theme in JP set to improve with Planet Labs inking Swedish deal.</li>
<li>Yaskawa numbers miss mainly on one-offs, but order outlook improvement a positive.</li>
</ul>


Sandisk doubling its 3D NAND for enterprise SSD's yet to be priced in for Kioxia.
Sentiment for the space theme in JP set to improve with Planet Labs inking Swedish deal.
Yaskawa numbers miss mainly on one-offs, but order outlook improvement a positive.


Japan Morning Connection: Japan Set for a Decent Uptick as It Prices in Big US Gains from Friday