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: AWS Outage and Calls for Improved Redundancy Infra Drives Tech and AI Up

Japan Morning Connection: So Far Takaichi as PM Is Turning Out to Be a Sell the Fact Moment

Japan Morning Connection: Tesla Front Loading and IBM's Red Hat Failing to Impress Markets

Japan Morning Connection: Japanese Banks Likely to Follow US Peers Lower as Bad Debt Concerns Grow

Japan Morning Connection: ASML Sets the Tone for More AI Upside to Start in Japan

Japan Morning Connection: Calls that AI Stocks Are in a Bubble Seems to Be Heard (For Now)

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Reports that Apple is set to release a touchscreen MacBook should help Nitto Denko.</li>
<li>China AI play Cambricon sees revs and OP surge, pointing to more upside for JP FA plays with Sino-semi exposure.</li>
<li>Luxury back in the spotlight may help Shiseido and Kose rebound off multi-month lows.</li>
</ul>


Reports that Apple is set to release a touchscreen MacBook should help Nitto Denko.
China AI play Cambricon sees revs and OP surge, pointing to more upside for JP FA plays with Sino-semi exposure.
Luxury back in the spotlight may help Shiseido and Kose rebound off multi-month lows.


Japan Morning Connection: LDP and Ishin May Sign a Pact to Pave the Way for Japan's First Female PM