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: Last Week's Big Winners Face Profit Taking as Iran Talks Fail

Japan Morning Connection: Tech and AI Push Higher Despite the Ongoing Iran Standoff

Japan Morning Connection: Space and Quantum Names Primed for a Surge

Japan Morning Connection: Ceasefire Set to Send Tech and AI Laggards Surging Higher

Japan Morning Connection: Memory Names Lead the Charge Back to Pre-War Highs on Iran Optimism

Japan Morning Connection: US Recovers After a Shaky Asia Tape and Space Names Continue to Fly

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Intel's Terafab momentum continues with Ibiden, TEL and Lasertec with more upside likely today.</li>
<li>Meta launches AI model Muse Spark hitting software names. NEC and Fujitsu set to underperform today.</li>
<li>Chiyoda +15.5% after announcing it is already returning to work at Qatar's Ras Laffan LNG plant.</li>
</ul>


Intel's Terafab momentum continues with Ibiden, TEL and Lasertec with more upside likely today.
Meta launches AI model Muse Spark hitting software names. NEC and Fujitsu set to underperform today.
Chiyoda +15.5% after announcing it is already returning to work at Qatar's Ras Laffan LNG plant.


Japan Morning Connection: Risk on as Tech and Memory Names Reach All Time Highs