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: Tech Skittish Ahead of NVDA but Memory Continues to Run

Japan Morning Connection: More AI and Tech Pain Ahead of NVDA Tomorrow

Japan Morning Connection: NVDA Beats and Rises as Much as +6% After Hours Pulling Markets Higher

Japan Morning Connection: Power and Industrial Semis in Focus After Infineon Big Beat on AI

Japan Morning Connection: Softbank Numbers Smash Estimates, but Selling NVDA Sours Market Overall

Japan Morning Connection: Risk-On Mood Accelerates on AI and Tech Dip Buying

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Sandisk, other memory and most tech saw a big risk-off move lower, although weakness will likely recover early next week.</li>
<li>Kioxia still predicting a severe NAND supply/demand imbalance for 2026, but will they add capacity?</li>
<li>Management of the most hated FA name in Japan have finally signaled they are willing to improve their cap allocation.</li>
</ul>


Sandisk, other memory and most tech saw a big risk-off move lower, although weakness will likely recover early next week.
Kioxia still predicting a severe NAND supply/demand imbalance for 2026, but will they add capacity?
Management of the most hated FA name in Japan have finally signaled they are willing to improve their cap allocation.


Japan Morning Connection: Kioxia Takes the Wind Out of AI's Sails