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: Markets Finished Well off Their Highs Given Mixed Signals from the WH

Japan Morning Connection: Markets Grind Higher with Bright Spots Despite Ongoing Uncertainty

Japan Morning Connection: Trump's 'Very Complete' War Rages On as Khamenei Vows to Open New Fronts

Japan Morning Connection: Brent Surges as Mojtaba Khamenei Is Voted in as Iran's Next Supreme Leader

Japan Morning Connection: Oil Spike Starting to Bite with Airlines Tumbling on the Outlook for Fuel

Japan Morning Connection: Markets Stage a Cautious Rebound in the US

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Brent dropping as much as -25% off the intraday highs sending refiners, shippers and defense lower and sparking a rebound in airlines and AI/Tech.</li>
<li>HPE numbers were inline but the stock is holding up AH, and management expects a memory shortage well into next year.</li>
<li>Expect a rotation out of software and defensive havens into momentum favorites such as Kioxia and Kokusai Elec.</li>
</ul>


Brent dropping as much as -25% off the intraday highs sending refiners, shippers and defense lower and sparking a rebound in airlines and AI/Tech.
HPE numbers were inline but the stock is holding up AH, and management expects a memory shortage well into next year.
Expect a rotation out of software and defensive havens into momentum favorites such as Kioxia and Kokusai Elec.


Japan Morning Connection: Markets Snap Back Sharply with on Trump's Comments on the War Ending