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: Trump Looking to Hike Defense Budget 50% to Outweigh Governance Gripes

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Ortus Advisors

Equity Bottom-Up

<ul>
<li>Big gains for Sandisk, WD and Seagate. Watch the JP memory supply chain including Kioxia, and Kokusai Elec. </li>
<li>China slapping rare earth export controls on Japan's military heightens tensions and will push defense names higher. Also watch Toyo Engineering for a knee-jerk higher  </li>
<li>Solid prelim numbers from Microchip sets a good tone for the likes of Rohm and Renesas</li>
</ul>


Big gains for Sandisk, WD and Seagate. Watch the JP memory supply chain including Kioxia, and Kokusai Elec. 
China slapping rare earth export controls on Japan's military heightens tensions and will push defense names higher. Also watch Toyo Engineering for a knee-jerk higher  
Solid prelim numbers from Microchip sets a good tone for the likes of Rohm and Renesas


Memory Names Surge Higher as Jensen Huang Calls It An "Unserved Market" On AI Demand Growth

Kioxia Holdings

Memory Names Surge Higher as Jensen Huang Calls It An "Unserved Market" On AI Demand Growth