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: Fears over Iran Continue to Diminish Despite the Spectre of US Involvement

Japan Morning Connection: US Directly Attacks Iran and Requests Japan to Spend 5% of GDP on Defense

Japan Morning Connection: Markets Seeing Iran's Potential Demise as Fuel to Risk-On Fire

Japan Morning Connection: Air India Crash Sends Boing Lower, AMD's AI Event Fails to Impress

Japan Morning Connection: Rumors Micron May Lift DDR4 Prices Lifts Sentiment for All Things Memory

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Defense related plays stronger as the potential for US direct involvement in Iran grows...watch heavies for more upside.</li>
<li>Kioxia squeeze unlikely to last now lock-up expiry now past.</li>
<li>Nintendo back at the highs, but with record sales already priced in and Switch2 sold out a correction from here looks likely.</li>
</ul>


Defense related plays stronger as the potential for US direct involvement in Iran grows...watch heavies for more upside.
Kioxia squeeze unlikely to last now lock-up expiry now past.
Nintendo back at the highs, but with record sales already priced in and Switch2 sold out a correction from here looks likely.


Japan Morning Connection: Risk-Off Tape Unlikely to Last with Regime Change the Most Likely Outcome