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 Higher Friday, but Trump Changing Tone over Electronics May Sour Mood

Japan Morning Connection: 2-Days of Gains for the US Markets, but New Curbs Loom

Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs

Japan Morning Connection: Trump Pulls off One of the Greatest Ruses of All Time

Japan Morning Connection: Reciprocal Tariff Deadline Looms but Japan Is Front of the Line in Talks

Japan Morning Connection: US Relief Rally Sending JP Futures Sharply Higher

Ortus Advisors

Thematic (Sector/Industry)

Mitsubishi UFJ Financial (MUFG) (8306 JP)

<ul>
<li>Yields continue to rise as investors flee US assets and Trump's bill adds to fiscal imbalance.</li>
<li>Weakness for yesterdays big tech/AI outperformers to be reflected in Japan, although new lows unlikely.</li>
<li>Suzuki should see lower levels into its secondary pricing next week amid tepid longer-term investor backdrop.</li>
</ul>


Yields continue to rise as investors flee US assets and Trump's bill adds to fiscal imbalance.
Weakness for yesterdays big tech/AI outperformers to be reflected in Japan, although new lows unlikely.
Suzuki should see lower levels into its secondary pricing next week amid tepid longer-term investor backdrop.


Japan Morning Connection: Markets Tumble on China/US Standoff and Outlook for Capital Spending