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

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

Japan Morning Connection: Rebound Continues with the SPX Clocking Its Best Run Since January

Japan Morning Connection: US Markets Pushing Back on Trump-Powell Tensions

Japan Morning Connection: TSMC Fails to Hold Early Gains While Semi-Cap Plays Also Sag

Japan Morning Connection: Trump Lauding 'great Progress' with Japan Trade Talks.

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Banks higher after Bessent comments show room for a softer stance on tariffs and desire to de-escalate.</li>
<li>US Homebuilders strong after Pultegroup followed up with solid numbers after DHI beat last week.</li>
<li>Market looking through poor Tesla numbers as Musk pledges to pullback on DOGE and refocus.</li>
</ul>


Banks higher after Bessent comments show room for a softer stance on tariffs and desire to de-escalate.
US Homebuilders strong after Pultegroup followed up with solid numbers after DHI beat last week.
Market looking through poor Tesla numbers as Musk pledges to pullback on DOGE and refocus.


재팬 모닝 커넥션: 트럼프, 파월 의장에 대한 압박 완화로 시장 반등 기대감 고조