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: Ishiba Heads for the Door (Finally) And Markets Pointing Higher

Japan Morning Connection: Oracle Blows the Doors off as the AI Train Shows No Sign of a Slowdown

Japan Morning Connection: Oracle +36% Pulls Most AI Related Sharply Higher, Expect Softbank Strength

Japan Morning Connection: Alphabet and Apple Prop the Market up as AI Cited as a Competitive Threat

Japan Morning Connection: Google Spared from Anti-Trust Break up Sends Stock up in Late Trading

Japan Morning Connection: Tech Battered by Marvell and Dell Misses Ahead of Labor Day Break

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Huge +18% move for Sandisk will help Japan's memory complex leg higher.</li>
<li>Networking developer Ciena jumped 23% after blow-out numbers while Broadcom beats after-hours.</li>
<li>10-Year yield dropping below its recent supports helps home builders higher while Shin Etsu continues to underwhelm.</li>
</ul>


Huge +18% move for Sandisk will help Japan's memory complex leg higher.
Networking developer Ciena jumped 23% after blow-out numbers while Broadcom beats after-hours.
10-Year yield dropping below its recent supports helps home builders higher while Shin Etsu continues to underwhelm.


Japan Morning Connection: Tech Storms Higher on a Raft of Positive Earnings and Bullish NAND Outlook