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: No Hoots Given as Market Beelines for Hyper Risk-On as Govt. Shuts Down

Japan Morning Connection: Wolfspeed Out of Chapter 11 as Expected and Stock Rallies 1726%

Japan Morning Connection: US Higher Despite Upcoming Govt Shutdown and Potential Delayed Jobs Data

Japan Morning Connection: AI and Tech Strength Cooling Ahead of Potential Govt Shutdown and EoQ

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Tech and memory especially keep grinding higher with good showing from semi-cap.</li>
<li>Kioxia management expects to double memory output at several fabs over next 5-years.</li>
<li>MHI cutting their FY guidance as reality not quite meeting expectations...will the market care though?</li>
</ul>


Tech and memory especially keep grinding higher with good showing from semi-cap.
Kioxia management expects to double memory output at several fabs over next 5-years.
MHI cutting their FY guidance as reality not quite meeting expectations...will the market care though?


Japan Morning Connection: Shutdown Concerns Brushed Aside as Govt Set to Close This Morning