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: Tech and AI Set for a Rough Open as Quarter End Profit Taking Hits Winners

Japan Morning Connection: Iran Heads to the Negotiating Table Sending Markets Sharply Higher

Japan Morning Connection: Space Names Set to Surge as SpaceX Files for IPO and NASA Takes Flight

Japan Morning Connection: Heavy Selling Expected for SPE as Uncertainty Builds

Japan Morning Connection: Kioxia Running Out of Steam as Memory Rotation Gathers Pace

Japan Morning Connection: Fading Oil Sets a Positive Tone for Risk-On Tech, Airlines and Shippers

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Increased console prices for Sony and Nintendo make them attractive as oversold defensive longs.</li>
<li>We may see a better day for the Heavies in Japan after the Sankei reported that the Govt. plans to revise its export guidelines for defense-equipment.</li>
<li>US Satellite plays gave up their SpaceX IPO news gains which is likely to deliver a few kidney punches to Japanese peers.</li>
</ul>


Increased console prices for Sony and Nintendo make them attractive as oversold defensive longs.
We may see a better day for the Heavies in Japan after the Sankei reported that the Govt. plans to revise its export guidelines for defense-equipment.
US Satellite plays gave up their SpaceX IPO news gains which is likely to deliver a few kidney punches to Japanese peers.


Japan Morning Connection: Sony Raises PS5 Prices Again as Memory Costs Bite