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: More AI and Tech Pain Ahead of NVDA Tomorrow

Japan Morning Connection: NVDA Beats and Rises as Much as +6% After Hours Pulling Markets Higher

Japan Morning Connection: Market Meltdown as AI Wobble Turns into Freefall

Japan Morning Connection: Kioxia Takes the Wind Out of AI's Sails

Japan Morning Connection: Power and Industrial Semis in Focus After Infineon Big Beat on AI

Japan Morning Connection: Softbank Numbers Smash Estimates, but Selling NVDA Sours Market Overall

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>MS downgrades PC makers on risk high memory prices eat into margins.</li>
<li>China angst against Takaichi TW comments will cause JP rails, hotels etc. to fall further.</li>
<li>Advantest CEO meeting yesterday unlikely enough to appease investor demands after huge run.</li>
</ul>


MS downgrades PC makers on risk high memory prices eat into margins.
China angst against Takaichi TW comments will cause JP rails, hotels etc. to fall further.
Advantest CEO meeting yesterday unlikely enough to appease investor demands after huge run.


Japan Morning Connection: Tech Skittish Ahead of NVDA but Memory Continues to Run