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

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

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

Japan Morning Connection: US Lower After Trump Temper Tantrum over Jobs and Increased Tariffs

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Chipmakers with existing fabs or plans for US expansion will be exempt from the tariffs as Trump pushes his onshoring agenda.</li>
<li>Intel, AMAT, GlobalFoundries are all higher afterhours which should ultimately bide well for JP SPE suppliers.</li>
<li>Power-Semi's are increasingly important for AI which makes the WOLF/Renesas connection look increasingly attractive.</li>
</ul>


Chipmakers with existing fabs or plans for US expansion will be exempt from the tariffs as Trump pushes his onshoring agenda.
Intel, AMAT, GlobalFoundries are all higher afterhours which should ultimately bide well for JP SPE suppliers.
Power-Semi's are increasingly important for AI which makes the WOLF/Renesas connection look increasingly attractive.


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