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: Computex Fails to Excite, but Dip Buyers Stepping in OTD

Japan Morning Connection: Musk Planning an XAI 1-Million GPU AI-Factory May Lift Tech to Start

Japan Morning Connection: Markets Creaking Under the Weight of Poor Demand for US Bonds

Japan Morning Connection: Market Rotation Away from Tech as Big Winners Take a Breather

Japan Morning Connection: A Flurry of Middle East Dealmaking Drives Tech and Aerospace

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Pockets of strength in US Tech Friday with Coreweave, SMCI, Micron up with semi-caps generally lower after ASML nos.</li>
<li>Potential replacements for a NTT Data NKY deletion should continue to find a bid.</li>
<li>JP retailers J-Front and Matsuya squeezed sharply Friday after social media post highlights activist involvement.</li>
</ul>


Pockets of strength in US Tech Friday with Coreweave, SMCI, Micron up with semi-caps generally lower after ASML nos.
Potential replacements for a NTT Data NKY deletion should continue to find a bid.
JP retailers J-Front and Matsuya squeezed sharply Friday after social media post highlights activist involvement.


ジャパン・モーニング・コネクション：ムーディーズの米国格下げを受け、市場は不透明な週の始まりへ