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: NVDA Numbers Ahead of Consensus but Not Enough to Push the Stock Higher

Japan Morning Connection: Tech Shakes off Initial Weakness with Talks of Blackwell Sales to China

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

Japan Morning Connection: Japan Set to Rise with the Rhetoric from Powell More Dovish than Expected

Japan Morning Connection: Markets Stage a Big Rally off the Lows as Dip Buying Takes Hold

Japan Morning Connection: Buffets Steps in to Take Stakes in US Homebuilder Majors

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Lutnick floating the idea that US defense companies may be targets for the US Govt to take stakes in.</li>
<li>Good results for Eli Lily's obesity drug will be a positive for Chugai Pharma.</li>
<li>EssilorLuxottica looking to raise its stake in Nikon to 20% from the current 9%. Expect a big squeeze</li>
</ul>


Lutnick floating the idea that US defense companies may be targets for the US Govt to take stakes in.
Good results for Eli Lily's obesity drug will be a positive for Chugai Pharma.
EssilorLuxottica looking to raise its stake in Nikon to 20% from the current 9%. Expect a big squeeze


Japan Morning Connection: Tech up Ahead of NVDA Numbers with Sentiment Solid Despite China Concerns