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: New Potential Fed Chairman Likely to Add Another Voice for 50 Bps Cut

Japan Morning Connection: Kioxia Weakness Unlikely to Last with Bain's 36m Shs Sale a Blip at Best

Japan Morning Connection: Strong Month-End for Tech Sets Japan up for a Solid Start to Dec

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

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

Japan Morning Connection: Tech Skittish Ahead of NVDA but Memory Continues to Run

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Sandisk -20% on news that Samsung, and SK Hynix are look to expand NAND capacity.</li>
<li>Meltdown in the face of solid numbers from NVDA points to extreme upside exhaustion.</li>
<li>JP-China spat escalating with the US now weighing in means risk-off bid for rails may fade.</li>
</ul>


Sandisk -20% on news that Samsung, and SK Hynix are look to expand NAND capacity.
Meltdown in the face of solid numbers from NVDA points to extreme upside exhaustion.
JP-China spat escalating with the US now weighing in means risk-off bid for rails may fade.


Japan Morning Connection: Market Meltdown as AI Wobble Turns into Freefall