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: Market Holding Breath to See if JP Bond Rout Continues

Nikkei 225 (NKY INDEX) Outlook Amid Escalating Japanese Government Bond Concerns

Ortus Advisors

Equity Bottom-Up

<ul>
<li>New highs for Kioxia Friday set to continue with DRAM prices set to rise a further 40-50% this quarter </li>
<li>TDK starting to look oversold on China rare earth and high memory price concerns vs peers such as Murata</li>
<li>Rates up on Fed chairman concerns and home builders down ahead of Lennar numbers this week. </li>
</ul>


New highs for Kioxia Friday set to continue with DRAM prices set to rise a further 40-50% this quarter 
TDK starting to look oversold on China rare earth and high memory price concerns vs peers such as Murata
Rates up on Fed chairman concerns and home builders down ahead of Lennar numbers this week. 


Japan Morning Connection: Micron Breakout Keeps Mood for Memory Names Buoyant

Kioxia Holdings

Japan Morning Connection: Micron Breakout Keeps Mood for Memory Names Buoyant