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: US Down on Trump Tariff Threat but Deadline Extention Will Lift Mood

Japan Morning Connection: Risk-On with Investors Liking Optimistic Tone from EU-US Talks

Japan Morning Connection: NVDA Numbers and Tariffs Blocked by US Trade Court Sending Futures Higher

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

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Watch for upside in names involved in HAMR drives such as TDK after positive comments from Seagate.</li>
<li>Rohm finally starting to get bucketed as an AI name could see significant upside after deep correction.</li>
<li>Quantum names continuing to surge with huge moves in IonQ and D-Wave sets positive tone for Socionext still.</li>
</ul>


Watch for upside in names involved in HAMR drives such as TDK after positive comments from Seagate.
Rohm finally starting to get bucketed as an AI name could see significant upside after deep correction.
Quantum names continuing to surge with huge moves in IonQ and D-Wave sets positive tone for Socionext still.


ジャパン・モーニング・コネクション：パワー/アナログ銘柄は下落、しかしシーゲイトIRデーは大成功