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: Hope for Trump-Xi Call Lifts Markets off the Lows

Japan Morning Connection: Markets Rising from Morning Lows on Expectations for a Trump-Xi Call

Japan Morning Connection: Coreweave +25% and Numbers from HP Enterprise Sets Positive Semi Tone

Japan Morning Connection: NVDA Numbers and Tariffs Blocked by US Trade Court Sending Futures Higher

Japan Morning Connection: Risk-On with Investors Liking Optimistic Tone from EU-US Talks

Japan Morning Connection: US Down on Trump Tariff Threat but Deadline Extention Will Lift Mood

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NVDA pricing in numbers positive and Dell AH sets a good tone for AI related.</li>
<li>Renesas pulling out of SiC points to problems with Wolfspeed supplies and may be positive Rohm.</li>
<li>Boeing up with 737 Max production increasing and China about to resume deliveries.</li>
</ul>


NVDA pricing in numbers positive and Dell AH sets a good tone for AI related.
Renesas pulling out of SiC points to problems with Wolfspeed supplies and may be positive Rohm.
Boeing up with 737 Max production increasing and China about to resume deliveries.


Japan Morning Connection: Markets Up, but Excitement Fading with More Tariff Uncertainty Ahead