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

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: 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

Japan Morning Connection: Markets Creaking Under the Weight of Poor Demand for US Bonds

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Semi's and cons disc leading way higher, Japan set for strong start.</li>
<li>Apple breaking downtrend on news its releasing a new game center to better compete against consoles.</li>
<li>Nuclear names surging again which sets a continued positive tone for heavies and related.</li>
</ul>


Semi's and cons disc leading way higher, Japan set for strong start.
Apple breaking downtrend on news its releasing a new game center to better compete against consoles.
Nuclear names surging again which sets a continued positive tone for heavies and related.


Japan Morning Connection: Risk-On with Investors Liking Optimistic Tone from EU-US Talks