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: Shutdown Concerns Brushed Aside as Govt Set to Close This Morning

Japan Morning Connection: Wolfspeed Out of Chapter 11 as Expected and Stock Rallies 1726%

Japan Morning Connection: US Higher Despite Upcoming Govt Shutdown and Potential Delayed Jobs Data

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>ADP jobs paints a rosy picture for rate cuts despite the lack of official data this Friday.</li>
<li>Memory melted higher again, while INTC lines up AMD as a potential Fab customer.</li>
<li>Softbank will jump after Qualcomm announced use of ARM v9 in its latest PC and smartphone chips.</li>
</ul>


ADP jobs paints a rosy picture for rate cuts despite the lack of official data this Friday.
Memory melted higher again, while INTC lines up AMD as a potential Fab customer.
Softbank will jump after Qualcomm announced use of ARM v9 in its latest PC and smartphone chips.


Japan Morning Connection: No Hoots Given as Market Beelines for Hyper Risk-On as Govt. Shuts Down