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: Markets Calm with No Further Tariffs for China

Japan Morning Connection: Trump Changes Intel's Deal to a Stake for Chips Money

Japan Morning Connection: Buffets Steps in to Take Stakes in US Homebuilder Majors

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

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>AMAT number after market missed showing a slowdown in Chinese demand and licensing delays.</li>
<li>INTC news positive for SPE suppliers but demand will be tempered in light of AMAT.</li>
<li>Coach owner taking a hit on tariff costs sends a warning to likes of Este Lauder who reports next week.</li>
</ul>


AMAT number after market missed showing a slowdown in Chinese demand and licensing delays.
INTC news positive for SPE suppliers but demand will be tempered in light of AMAT.
Coach owner taking a hit on tariff costs sends a warning to likes of Este Lauder who reports next week.


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