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

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

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

Japan Morning Connection: Markets Tumble on China/US Standoff and Outlook for Capital Spending

Japan Morning Connection: Trump Pulls off One of the Greatest Ruses of All Time

Japan Morning Connection: Reciprocal Tariff Deadline Looms but Japan Is Front of the Line in Talks

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>China retaliated against US made chips sending names like TXN, Globalfoundries and Intel lower.</li>
<li>JPM earnings beat, although Dimon warns the Fed will need to step in the fix the Treasury market.</li>
<li>Defence higher on the passing of Trump's bill may see JP heavies names higher despite uncertainty.</li>
</ul>


China retaliated against US made chips sending names like TXN, Globalfoundries and Intel lower.
JPM earnings beat, although Dimon warns the Fed will need to step in the fix the Treasury market.
Defence higher on the passing of Trump's bill may see JP heavies names higher despite uncertainty.


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