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: AMD and NVDA Set to Pay 15% of China Chip Sales to US for Export Licenses

Japan Morning Connection: Market Ignoring Chinese Pullback from NVDA's H20 with Tech Surge Higher

Japan Morning Connection: US Looking to Take a Stage in INTC Will Ensure Fab Ambitions

Japan Morning Connection: Trump Threatens 100% Chip Tariffs While Tim Cook Kisses the Ring

Japan Morning Connection: Apple Suppliers Continue Higher but SMCI and AMD Disappoint After-Hours

Japan Morning Connection: Tech Rebound Although Onsemi Drops -16% on Numbers

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>CEO Tan heading for the door should be seen as positive longer term, with his replacement likely screened by the WH.</li>
<li>Semi-Caps higher on the prospect for increased US fab capex, JP SPE was lower yesterday so expect rebound.</li>
<li>Trump's pick of Miran for temp Fed Governor addas another dovish voice to the committee as he pushes for lower rates</li>
</ul>


CEO Tan heading for the door should be seen as positive longer term, with his replacement likely screened by the WH.
Semi-Caps higher on the prospect for increased US fab capex, JP SPE was lower yesterday so expect rebound.
Trump's pick of Miran for temp Fed Governor addas another dovish voice to the committee as he pushes for lower rates


Japan Morning Connection: Trump Taking Aim at Intel's Tan as He Pushes for US Production Growth