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: Rebound Continues with the SPX Clocking Its Best Run Since January

Japan Morning Connection: SMCI Numbers Casts a Gloomy Shadow over All Things AI to Start Today

Japan Morning Connection: US Markets Go Risk-On Shrugging off Earlier SMCI Weakness

Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal

Japan Morning Connection: Trump Cooling His Heels on Powell Brings Reprise to Markets

Japan Morning Connection: US Markets Pushing Back on Trump-Powell Tensions

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Texas Instruments and STM numbers pointing to a bottom for industrial and automotive semi's.</li>
<li>Memory catching a bid on SK Hynix numbers yesterday, may see signs of live for Kioxia.</li>
<li>Renesas may run after better-than-feared numbers yesterday and a more positive read for the sector overall.</li>
</ul>


Texas Instruments and STM numbers pointing to a bottom for industrial and automotive semi's.
Memory catching a bid on SK Hynix numbers yesterday, may see signs of live for Kioxia.
Renesas may run after better-than-feared numbers yesterday and a more positive read for the sector overall.


Japan Morning Connection: Japan Set to Melt up with Smaller Cap SPE and Power/Analog Names in Focus

Japan IT

Japan Morning Connection: Japan Set to Melt up with Smaller Cap SPE and Power/Analog Names in Focus