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: Market Risk on with Trump Telling Punters to Buy Ahead of W/E

Japan Morning Connection: US-China Talks End on Positive Note Adding to the Bullish Tone to Start

Japan Morning Connection: Japan Tech and SPE to Continue Higher with Nasdaq100 Back in a Bull Mkt

Japan Morning Connection: Indian-Pakistan Tensions Adding to Geopolitical Concern

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Late session rally for chips and semi-cap names with the US signalling a softening of export curbs.</li>
<li>ARM numbers after the bell sending stock -10% point to Softbank missing todays upside.</li>
<li>Is Japanese shipbuilding expertise the new bargaining chip against tariffs? </li>
</ul>


Late session rally for chips and semi-cap names with the US signalling a softening of export curbs.
ARM numbers after the bell sending stock -10% point to Softbank missing todays upside.
Is Japanese shipbuilding expertise the new bargaining chip against tariffs? 


ジャパン・モーニング・コネクション：米国の半導体規制撤廃でJPセミコンダクター株が上昇