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: Markets Stage a Cautious Rebound in the US

Japan Morning Connection: Oil Spike Starting to Bite with Airlines Tumbling on the Outlook for Fuel

Japan Morning Connection: Brent Surges as Mojtaba Khamenei Is Voted in as Iran's Next Supreme Leader

Japan Morning Connection: Japan Set for Short-Term Rotation Away from Tech After Attacks on Iran

Japan Morning Connection: IDC Drops a Bombshell Expecting Smartphone Mkt to Contract 12.9% This Year

Japan Morning Connection: Navitas Semi Numbers Show Increased Adoption of GaN/SiC Power Components

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NVDA investment in Lumentum and Coherent increases the focus on optical over copper connectivity technologies.</li>
<li>Shipper strength on the prospect for higher rates should continue to be reflected in Japan names.</li>
<li>Defense names were obviously strong following gains in Asia yesterday, but geospatial imaging names lead the way.</li>
</ul>


NVDA investment in Lumentum and Coherent increases the focus on optical over copper connectivity technologies.
Shipper strength on the prospect for higher rates should continue to be reflected in Japan names.
Defense names were obviously strong following gains in Asia yesterday, but geospatial imaging names lead the way.


ジャパン・モーニング・コネクション：市場は戦争に直面しながらも堅調、モメンタムと成長が優勢