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

Ortus Advisors

Equity Bottom-Up

<ul>
<li>Semi-Caps all strong ahead of Jensen Huang's Keynote at CES...JP SPE to follow higher</li>
<li>Defense higher globally after Maduro kidnapping, likely we see more strength for Heavies </li>
<li>Slow down in China arrivals to Japan looks largely priced in so it's unlikely we get a big move down on Dec print. </li>
</ul>


Semi-Caps all strong ahead of Jensen Huang's Keynote at CES...JP SPE to follow higher
Defense higher globally after Maduro kidnapping, likely we see more strength for Heavies 
Slow down in China arrivals to Japan looks largely priced in so it's unlikely we get a big move down on Dec print. 


Japan Set to Follow on from Yesterday's Bullish Start to 2026

Japan Steel Works

Japan Set to Follow on from Yesterday's Bullish Start to 2026