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: Couche-Tard Sounds the Retreat on Its Advances for 7&I

Japan Morning Connection: TSMC Raises the Bar Even Further, Although Follow Through Limited

Japan Morning Connection: Ishiba's Expected Defeat Already Showing Limited Reaction from Markets

Japan Morning Connection: Oil Down and Defense up as Trump Rails at Putin and Sends More Patriots

Japan Morning Connection: Airlines Surging After Delta Numbers Helping SPX Close at New Records

Japan Morning Connection: Japan Set to Start Higher as Markets Look past Tariff Confusions

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NVDA and AMD saving the market after weak banks earnings set a sour tone.</li>
<li>Chips news a big win for demand for Samsung memory which should play well for Micronics.</li>
<li>Apple cutting a manufacturing deal with MP Materials reiterates importance of rare earths access.</li>
</ul>


NVDA and AMD saving the market after weak banks earnings set a sour tone.
Chips news a big win for demand for Samsung memory which should play well for Micronics.
Apple cutting a manufacturing deal with MP Materials reiterates importance of rare earths access.


Japan Morning Connection: Only Tech in the Green After Dovish Stance Against AI Chips to China