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

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

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

Japan Morning Connection: Trump Panic Tactic Working Hook, Line, and Sinker

Japan Morning Connection: Rough Start with US Meltdown but Trump Showing Willingness to Negotiate

Japan Morning Connection: Trump's Tariff Shock Set to Roil Japan with a 10% + 24% Baseline

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>The horse trading continues with Israel bowing to the US and bilateral talks with Japan set to commence imminently.</li>
<li>US shippers outperformed given lower oil despite an outlook for lower global trade overall.</li>
<li>Samsung numbers beating this morning on strong demand for the Galaxy S25 smartphones and DRAM.</li>
</ul>


The horse trading continues with Israel bowing to the US and bilateral talks with Japan set to commence imminently.
US shippers outperformed given lower oil despite an outlook for lower global trade overall.
Samsung numbers beating this morning on strong demand for the Galaxy S25 smartphones and DRAM.


Japan Morning Connection: US Relief Rally Sending JP Futures Sharply Higher