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's Expected Defeat Already Showing Limited Reaction from Markets

Japan Morning Connection: Trump Announces 15% Tariffs on Japan but Details Remain Scarce

Japan Morning Connection: US Liking JP and Expected EU Trade Deals, Expect Flows Back in Tech

Japan Morning Connection: Couche-Tard Sounds the Retreat on Its Advances for 7&I

Japan Morning Connection: Only Tech in the Green After Dovish Stance Against AI Chips to China

Japan Morning Connection: Oil Down and Defense up as Trump Rails at Putin and Sends More Patriots

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Disco numbers point to a dip in 2Q, although 3Q and beyond looks strong with new drivers emerging...buy excessive weakness.</li>
<li>TSMC maintained its capex targets commenting it wont be declining anytime soon.</li>
<li>Abbott Labs down on tariff impact although its CGM business remains robust and likely an opportunity for Omron.</li>
</ul>


Disco numbers point to a dip in 2Q, although 3Q and beyond looks strong with new drivers emerging...buy excessive weakness.
TSMC maintained its capex targets commenting it wont be declining anytime soon.
Abbott Labs down on tariff impact although its CGM business remains robust and likely an opportunity for Omron.


Japan Morning Connection: TSMC Raises the Bar Even Further, Although Follow Through Limited