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

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: 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

Japan Morning Connection: Power/Analog Names Lower, but Seagate IR Day a Big Success

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NVDA numbers were inline, but Blackwell rollout and outlook for further sovereign expansion sets bullish tone.</li>
<li>HP numbers point to bleak demand for PC's due to rising import costs and a slower economy</li>
<li>Rohm +13% as its switches to a more AI focused bucket + NKY potential.</li>
</ul>


NVDA numbers were inline, but Blackwell rollout and outlook for further sovereign expansion sets bullish tone.
HP numbers point to bleak demand for PC's due to rising import costs and a slower economy
Rohm +13% as its switches to a more AI focused bucket + NKY potential.


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