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: NEC Overlooked as a Defence Play

Japan Morning Connection: Exporters to Jump on the Weak Yen

Japan Morning Connection: Spike in Oil Positive for Inpex and Refiners

Japan Morning Connection: China Related Names Set to Continue Gains

Japan Morning Connection: Memory Related in Focus After Knock-Out Numbers for Micron.

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Plenty of Ishiba trades to pickup this morning after yesterday's panic.</li>
<li>Defence related saw some initial profit taking after pricing in some gains, but KHI and NEC remain attractive on the long side.</li>
<li>Selective Inbound tourism, domestic revitalization, and China plays should snap back fairly quickly with Ishiba unlikely to upset voters ahead of elections.</li>
</ul>


Plenty of Ishiba trades to pickup this morning after yesterday's panic.
Defence related saw some initial profit taking after pricing in some gains, but KHI and NEC remain attractive on the long side.
Selective Inbound tourism, domestic revitalization, and China plays should snap back fairly quickly with Ishiba unlikely to upset voters ahead of elections.


Japan Morning Connection: Selective Rebound Expected After Yesterday's Panic

Japan IT

Japan Morning Connection: Selective Rebound Expected After Yesterday's Panic