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: Trump Announces 15% Tariffs on Japan but Details Remain Scarce

Japan Morning Connection: US Liking JP and Expected EU Trade Deals, Expect Flows Back in Tech

Japan Morning Connection: Mixed Tape for Semi's with AI up and Power and Industrial Down Further

Japan Morning Connection: TSMC Raises the Bar Even Further, Although Follow Through Limited

Japan Morning Connection: Couche-Tard Sounds the Retreat on Its Advances for 7&I

Japan Morning Connection: Only Tech in the Green After Dovish Stance Against AI Chips to China

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>LDP was trounced on Sunday, but the yen is already starting to pare weakness which priced in ahead.</li>
<li>Power semi's may be under pressure with NXP miss after-market and Stellantis surprise loss yesterday.</li>
<li>Microsoft reeling from massive cyber attack positive for security software including Trend Micro.</li>
</ul>


LDP was trounced on Sunday, but the yen is already starting to pare weakness which priced in ahead.
Power semi's may be under pressure with NXP miss after-market and Stellantis surprise loss yesterday.
Microsoft reeling from massive cyber attack positive for security software including Trend Micro.


재팬 모닝 커넥션: 이시바의 예상 패배, 시장의 반응은 제한적