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: Wolfspeed Out of Chapter 11 as Expected and Stock Rallies 1726%

Japan Morning Connection: Shutdown Concerns Brushed Aside as Govt Set to Close This Morning

Japan Morning Connection: No Hoots Given as Market Beelines for Hyper Risk-On as Govt. Shuts Down

Japan Morning Connection: AI and Tech Strength Cooling Ahead of Potential Govt Shutdown and EoQ

Japan Morning Connection: Tech Takes a Breather but Marvell Doubles Down with Announced Buyback

Japan Morning Connection: The US Expands Its Tech Reach, Looking to Aquire 10% of Lithium Americas

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>US eyeing rules for tech companies to buy 1:1 domestic made chips vs imported. Globalfoundries and Intel both strong.</li>
<li>Boeing strong after Turkey order, although the big catalyst will be China orders after a 5-year hiatus.</li>
<li>Musk comments that tesla was busy scaling the Optimus may help Harmonic Drive catch big after woeful perf last week.</li>
</ul>


US eyeing rules for tech companies to buy 1:1 domestic made chips vs imported. Globalfoundries and Intel both strong.
Boeing strong after Turkey order, although the big catalyst will be China orders after a 5-year hiatus.
Musk comments that tesla was busy scaling the Optimus may help Harmonic Drive catch big after woeful perf last week.


Japan Morning Connection: US Higher Despite Upcoming Govt Shutdown and Potential Delayed Jobs Data