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: Indian-Pakistan Tensions Adding to Geopolitical Concern

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

Japan Morning Connection: Market Risk on with Trump Telling Punters to Buy Ahead of W/E

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Another strong showing for tech and AI names after Meta's big capex plans price in.</li>
<li>Solid print for HVAC major Carrier should set positive tone for Daikin.</li>
<li>Hokkaido Electric Power Co nightmare squeeze redux? +14.8% yesterday post-earnings.</li>
</ul>


Another strong showing for tech and AI names after Meta's big capex plans price in.
Solid print for HVAC major Carrier should set positive tone for Daikin.
Hokkaido Electric Power Co nightmare squeeze redux? +14.8% yesterday post-earnings.


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