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: Japan Set to Rise with the Rhetoric from Powell More Dovish than Expected

Japan Morning Connection: Tech up Ahead of NVDA Numbers with Sentiment Solid Despite China Concerns

Japan Morning Connection: NVDA Numbers Ahead of Consensus but Not Enough to Push the Stock Higher

Japan Morning Connection: Buffets Steps in to Take Stakes in US Homebuilder Majors

Japan Morning Connection: Trump Changes Intel's Deal to a Stake for Chips Money

Japan Morning Connection: Markets Calm with No Further Tariffs for China

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Enormous intraday moves off the lows for likes of Coreweave and Palantir sets stage for more strength than tape suggests.</li>
<li>Analog Devices numbers show much needed strength for Automotive segment. Positive for Renesas, Rohm and Fuji.</li>
<li>Estee Lauder numbers disappoint with China and TR sales failing to keep up with market expectations.</li>
</ul>


Enormous intraday moves off the lows for likes of Coreweave and Palantir sets stage for more strength than tape suggests.
Analog Devices numbers show much needed strength for Automotive segment. Positive for Renesas, Rohm and Fuji.
Estee Lauder numbers disappoint with China and TR sales failing to keep up with market expectations.


Japan Morning Connection: Markets Stage a Big Rally off the Lows as Dip Buying Takes Hold