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

Nikkei 225 (NKY INDEX) Outlook Amid Escalating Japanese Government Bond Concerns

Japan Morning Connection: Micron Breakout Keeps Mood for Memory Names Buoyant

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>PM Takaichi upends bond markets as worries over fiscal impropriety boil over into JGB panic selling.</li>
<li>Any backtracking on her plans to cut taxes for food and beverages will loose the election and puts her on a Liz Truss trajectory.</li>
<li>Despite the risk-off tape, Kioxia still managed a 9.5% gain, but Kioxia may see retail margin selling if big losses elsewhere.</li>
</ul>


PM Takaichi upends bond markets as worries over fiscal impropriety boil over into JGB panic selling.
Any backtracking on her plans to cut taxes for food and beverages will loose the election and puts her on a Liz Truss trajectory.
Despite the risk-off tape, Kioxia still managed a 9.5% gain, but Kioxia may see retail margin selling if big losses elsewhere.


Japan Morning Connection: Market Holding Breath to See if JP Bond Rout Continues