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: TSMC Fails to Hold Early Gains While Semi-Cap Plays Also Sag

Japan Morning Connection: US Markets Pushing Back on Trump-Powell Tensions

Japan Morning Connection: Trump Cooling His Heels on Powell Brings Reprise to Markets

Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs

Japan Morning Connection: 2-Days of Gains for the US Markets, but New Curbs Loom

Japan Morning Connection: US Higher Friday, but Trump Changing Tone over Electronics May Sour Mood

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Tech and AI sell off sparked by further chip restrictions to China and poor print from ASML.</li>
<li>Details of trade talks are set to have big implications for autos, energy, defense and agriculture.</li>
<li>US officials order the suspension of Biden era wind project already under constriction, adding more pressure to renewables.</li>
</ul>


Tech and AI sell off sparked by further chip restrictions to China and poor print from ASML.
Details of trade talks are set to have big implications for autos, energy, defense and agriculture.
US officials order the suspension of Biden era wind project already under constriction, adding more pressure to renewables.


Japan Morning Connection: Trump Lauding 'great Progress' with Japan Trade Talks.