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: SMCI Numbers Casts a Gloomy Shadow over All Things AI to Start Today

Japan Morning Connection: US Markets Go Risk-On Shrugging off Earlier SMCI Weakness

Japan Morning Connection: US Markets Rally for 8th Day Although Apple and Amazon Miss After-Mkt

Japan Morning Connection: Japan Set to Melt up with Smaller Cap SPE and Power/Analog Names in Focus

Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal

Japan Morning Connection: Trump Cooling His Heels on Powell Brings Reprise to Markets

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Tech and AI leading gains but the current rally feels like its running out of steam.</li>
<li>Languid outlook from Advantest will not enthuse Japan SPE names.</li>
<li>Shin Etsu blowing the doors off with a Y500bn buyback.</li>
</ul>


Tech and AI leading gains but the current rally feels like its running out of steam.
Languid outlook from Advantest will not enthuse Japan SPE names.
Shin Etsu blowing the doors off with a Y500bn buyback.


ジャパン・モーニング・コネクション：SPXは1月以来の最高値を記録、反発継続