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: US-China Talks End on Positive Note Adding to the Bullish Tone to Start

Japan Morning Connection: Japan Tech and SPE to Continue Higher with Nasdaq100 Back in a Bull Mkt

Japan Morning Connection: US Opening Doors to Greater UAE/Saudi Chip Sales Driving Tech and Semis

Japan Morning Connection: Rescinding of US Chip Restrictions to Send JP Semi Plays Higher

Japan Morning Connection: Indian-Pakistan Tensions Adding to Geopolitical Concern

Japan Morning Connection: US Markets Rally for 8th Day Although Apple and Amazon Miss After-Mkt

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>UK deal and anticipation of a positive outcome to China talks lifting positioning into risk assets.</li>
<li>Quantum computing names flying after D-wave numbers may lift Socionext.</li>
<li>Nintendo numbers obviously conservative, while Ibiden points to a bigger NVDA product mix + index upside.</li>
</ul>


UK deal and anticipation of a positive outcome to China talks lifting positioning into risk assets.
Quantum computing names flying after D-wave numbers may lift Socionext.
Nintendo numbers obviously conservative, while Ibiden points to a bigger NVDA product mix + index upside.


Japan Morning Connection: Market Risk on with Trump Telling Punters to Buy Ahead of W/E