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: Air India Crash Sends Boing Lower, AMD's AI Event Fails to Impress

Japan Morning Connection: Markets Seeing Iran's Potential Demise as Fuel to Risk-On Fire

Japan Morning Connection: Risk-Off Tape Unlikely to Last with Regime Change the Most Likely Outcome

Japan Morning Connection: Trump Signals End to Biden Greenhouse Gas Emission Restrictions

Japan Morning Connection: Meta's $10bn Scale AI Investment to Buoy Sentiment for SPE

Japan Morning Connection: Dull Tone to Start as Musk Squabble Overshadows Trump's Call with China

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Intel relief rally didn't last, but Broadcom rebounded after a week of selling despite Apple weakness.</li>
<li>Oracle is 7% in late-trading after posting very bullish cloud and cloud infra guidance.</li>
<li>Record sales for Nintendo's Switch2 console not enough to keep stock moving higher.</li>
</ul>


Intel relief rally didn't last, but Broadcom rebounded after a week of selling despite Apple weakness.
Oracle is 7% in late-trading after posting very bullish cloud and cloud infra guidance.
Record sales for Nintendo's Switch2 console not enough to keep stock moving higher.


Japan Morning Connection: MicronがDDR4の価格を引き上げるという噂が、メモリ全般に対するセンチメントを高める