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: US Markets Rally for 8th Day Although Apple and Amazon Miss After-Mkt

Japan Morning Connection: Indian-Pakistan Tensions Adding to Geopolitical Concern

Japan Morning Connection: Rescinding of US Chip Restrictions to Send JP Semi Plays Higher

Japan Morning Connection: SMCI Numbers Casts a Gloomy Shadow over All Things AI to Start Today

Japan Morning Connection: Rebound Continues with the SPX Clocking Its Best Run Since January

Japan Morning Connection: Japan Set to Melt up with Smaller Cap SPE and Power/Analog Names in Focus

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>SOX rallied +4% off its lows with a host of positive earnings including Qorvo, Western Digital and Seagate.</li>
<li>Bigger than expected capex plans for Meta positive for Japan SPE to start.</li>
<li>Tokyo Electron numbers yesterday were inline but show less reliance on China sales.</li>
</ul>


SOX rallied +4% off its lows with a host of positive earnings including Qorvo, Western Digital and Seagate.
Bigger than expected capex plans for Meta positive for Japan SPE to start.
Tokyo Electron numbers yesterday were inline but show less reliance on China sales.


Japan Morning Connection: US Markets Go Risk-On Shrugging off Earlier SMCI Weakness