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: Markets Spooked by the Specter of Attacks on Iran

Japan Morning Connection: AI Fears Spread with Financials and Insurance Down Sharply

Japan Morning Connection: Meta Locks Down AMD Chip Supply with Eyes on Becoming a Major Holder

Japan Morning Connection: Trump Touts Infra Investment a Win for ‘Coercion Through Tariffs’ Approach

Japan Morning Connection: Software Rebounds in the US Sets a Better Tone for Heavily Sold NEC

Japan Morning Connection: Logistics Seen as the Next Industry Vulnerable to Disruption from AI

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Mkt not liking the Analog Devices read for auto and industrial, nor Allegro's disappointing margins.</li>
<li>Market swiftly digesting WD's Sandisk sell down, but Kioxia will be a lot more to swallow.</li>
<li>Nintendo looks ready to bounce ahead of Zelda's 40th anniversary this w/e which could see a raft of new content announced.</li>
</ul>


Mkt not liking the Analog Devices read for auto and industrial, nor Allegro's disappointing margins.
Market swiftly digesting WD's Sandisk sell down, but Kioxia will be a lot more to swallow.
Nintendo looks ready to bounce ahead of Zelda's 40th anniversary this w/e which could see a raft of new content announced.


Japan Morning Connection: Tech and AI up but Power and Industrial Semi's Sag on Numbers