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: A Sea of Knockout Earnings Set to Send Tech and AI Surging

Japan Morning Connection: Big Gains for Semi-Testers and Memory Sets Strong Tone (Again)

Japan Morning Connection: Strong Mega-Tech Numbers AH Will Boost the Mood After Meta and MSFT Drag

Japan Morning Connection: STM -14% but Nexperia Cannot Guarantee Supplies to JP Autos

Japan Morning Connection: Tesla Front Loading and IBM's Red Hat Failing to Impress Markets

Japan Morning Connection: So Far Takaichi as PM Is Turning Out to Be a Sell the Fact Moment

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>IBM continues to rerate as a Quantum name after announcing regular AMD chips can be used for qubit error correction.</li>
<li>Trump in Japan for the next 3-days likely to see defense, soybean and auto re-import pledges, but still waiting for a nuclear Takaichi.</li>
<li>Shin-Etsu earnings and guidance missed on PVC outlook, but this could be a bottom as US building sentiment set to improve.</li>
</ul>


IBM continues to rerate as a Quantum name after announcing regular AMD chips can be used for qubit error correction.
Trump in Japan for the next 3-days likely to see defense, soybean and auto re-import pledges, but still waiting for a nuclear Takaichi.
Shin-Etsu earnings and guidance missed on PVC outlook, but this could be a bottom as US building sentiment set to improve.


Japan Morning Connection: SOX to New Highs After CPI Greenlights Further Cuts and Risk-On Mood