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: Big Pivot from Momo into Value Should See a Sharp Factor Rotation Today

Japan Morning Connection: AI and Tech Snaps Back with SOX at Recent Highs

Japan Morning Connection: Chinese EDA Restrictions Lifted but No Follow Through for Semi-Cap

Japan Morning Connection: Tech Plateauing May See NKY Top Out for Last Day of the QTR

Successful US-China Trade Deal and Risk-On Mood Remains

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Wolfspeed formally goes into Chapter 11, but the upside for Renesas makes its recent write off look excessive.</li>
<li>Short interest for some Japanese autos has surged which points to a squeeze once US trade deal reached.</li>
<li>Space names should be back in  focus ahead of next week's 'Space Tide Conference' in Tokyo. Watch iQPS, Synspective and Sky Perfect JSAT for upside.</li>
</ul>


Wolfspeed formally goes into Chapter 11, but the upside for Renesas makes its recent write off look excessive.
Short interest for some Japanese autos has surged which points to a squeeze once US trade deal reached.
Space names should be back in  focus ahead of next week's 'Space Tide Conference' in Tokyo. Watch iQPS, Synspective and Sky Perfect JSAT for upside.


재팬 모닝 커넥션: 일본, 관세 위협에 흔들리는 출발 예상하지만 영향은 단기적일 듯