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: Mixed Signals from Tech and Semi's but After-Mkt Moves Pointing Higher

Japan Morning Connection: Semi Rebound with Good Earnings from Semi-Cap Majors

Japan Morning Connection: Trump Tariffs Set to Roil Markets to Start the Week

Japan Morning Connection: US Tech Meltdown Set to Hit Japan AI/Tech Names Again

Japan Morning Connection: JP Tech Set for a Soggy Start to the Week Despite Big META Capex Plans

Japan Morning Connection: AI Binge Buying Should Continue in Japan

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Limited breadth of winners, even in the SOX, with numerous DeepSeek and capex questions outstanding.</li>
<li>Regardless expect JP SPE to be higher to start; watch Advantest into numbers today after its -19% 2-day drop.</li>
<li>IT/SaaS companies are worth a look here with AI R&amp;D costs now potentially much lower including Fujitsu and NEC.</li>
</ul>


Limited breadth of winners, even in the SOX, with numerous DeepSeek and capex questions outstanding.
Regardless expect JP SPE to be higher to start; watch Advantest into numbers today after its -19% 2-day drop.
IT/SaaS companies are worth a look here with AI R&amp;D costs now potentially much lower including Fujitsu and NEC.


Japan Morning Connection: US Tech and Semi Rebound Feel's like a Dead Cat Bounce