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: AMD Deal News Sends AI Lurching Higher

Japan Morning Connection: Semi's Correct Finally, but Already Seeing Dip Buying off Lows Overnight

Sanae Takaichi To Become Prime Minister of Japan - Negative Impact on Korean Auto Makers

Japan Morning Connection: AMAT Expecting Hit from China Export Restrictions May Take Shine off SPE

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>No BOJ hike means bonds, banks, yen and insurance down, while defense and nuclear will do well.</li>
<li>She is seen as a China-hawk so watch for weakness in China related plays.</li>
<li>Overall expect a big leg higher for markets including in yen sensitive SPE and AI related.</li>
</ul>


No BOJ hike means bonds, banks, yen and insurance down, while defense and nuclear will do well.
She is seen as a China-hawk so watch for weakness in China related plays.
Overall expect a big leg higher for markets including in yen sensitive SPE and AI related.


Japan Morning Connection: Sakae Takaichi Win Pulls Japan to the Right