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Stay Informed with TAMIM Market and Stock Insights

At TAMIM, we’re dedicated to empowering investors with knowledge to effectively manage their retirement futures. Our Market and Stock Insights cover various segments to keep you updated on the latest trends, strategies, and news affecting your investments. Explore our wealth of insights across different categories to stay ahead in the evolving landscape of investments.

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Is There New Life In This ASX Technology Company?

Is There New Life In This ASX Technology Company?

The COVID-19 era witnessed unprecedented growth in technology stocks, fueled by government stimulus packages and historically low interest rates. This perfect storm of economic conditions created a fertile ground for a risk off attitude with tech companies a...

Is this Oversold Company A Potential Takeover Target?

Is this Oversold Company A Potential Takeover Target?

The recent price decline in this company has pushed its valuation to levels that we feel not only represent an attractive entry point for long-term investors but also potentially position it as an appealing takeover target. Market inefficiencies often create these...

Should investors play Defence in FY2025?

Should investors play Defence in FY2025?

While markets and investors are often captivated by sectors promising rapid growth and technological advancements, there are times when strategic investments in more stable sectors can offer "defence" against economic downturns. ​ One such sector is Defence, where...

Is There New Life In This ASX Technology Company?

Is There New Life In This ASX Technology Company?

The COVID-19 era witnessed unprecedented growth in technology stocks, fueled by government stimulus packages and historically low interest rates. This perfect storm of economic conditions created a fertile ground for a risk off attitude with tech companies a...

Is this Oversold Company A Potential Takeover Target?

Is this Oversold Company A Potential Takeover Target?

The recent price decline in this company has pushed its valuation to levels that we feel not only represent an attractive entry point for long-term investors but also potentially position it as an appealing takeover target. Market inefficiencies often create these...

Should investors play Defence in FY2025?

Should investors play Defence in FY2025?

While markets and investors are often captivated by sectors promising rapid growth and technological advancements, there are times when strategic investments in more stable sectors can offer "defence" against economic downturns. ​ One such sector is Defence, where...

Should investors play Defence in FY2025?

Should investors play Defence in FY2025?

While markets and investors are often captivated by sectors promising rapid growth and technological advancements, there are times when strategic investments in more stable sectors can offer "defence" against economic downturns. ​ One such sector is Defence, where...

AI Real Estate and the Importance of Data Centres

AI Real Estate and the Importance of Data Centres

In the early days of the internet, scepticism swirled around the notion of a global network connecting computers. People questioned its reliability, its security, and even its purpose. Yet, as history unfolded, the internet proved to be a transformative force beyond...

Power Play: Investing In Energy For Innovation

Power Play: Investing In Energy For Innovation

  Power Play: Investing In Energy For Innovation Date: 24/4/2024 As technology strides forward, the world's energy demands have skyrocketed, with artificial intelligence (AI) at the forefront of this surge. This escalation poses significant challenges and...

CHIPS: Megatrends and Mega Funding

CHIPS: Megatrends and Mega Funding

We first highlighted the importance of semiconductors back in April 2023 when we introduced the concept of megatrends. Back then, we used the example of the automotive industry and the increasing adoption of electric vehicles (EVs), and highlighted how investing in...

All Time Highs: Japan’s Revival

All Time Highs: Japan’s Revival

All Time Highs: Japan’s Revival 7/3/2024 On 22 February 2024, Japan’s Nikkei 225 closed at ¥39,098.68, eclipsing the previous record high set in December 1989–a staggering 34 years ago. As we highlighted in a prior article, Japan went through a truly extraordinary...

2024: All About the Vibe

2024: All About the Vibe

A 2024: All About the Vibe 1/2/2024 As we highlighted in our prior market insight, 2024 is set to be a historic year for elections, with more than 2 billion of the world’s population across 50 countries set to head to the polls. The most widely publicised is...

Global High Conviction

The TAMIM Fund: Global High Conviction unit class is a portfolio of global equities from major developed global exchanges. The portfolio holds 50-80 of the best ideas from our investment manager. The portfolio uses a systematic and consistent approach to stock...

U.S. Credit Rating Downgraded by Fitch

U.S. Credit Rating Downgraded by Fitch

U.S. Credit Rating Downgraded by Fitch 10/8/2023 Fitch announced last week that it downgraded the United States’ long-term credit rating from the AAA (the highest possible rating) down to AA+ (the second highest rating). For those that are unfamiliar, Fitch is the...

Japan: Is Now the Time to Invest?

Japan: Is Now the Time to Invest?

Japan went through an historic boom that peaked in the late 1980s and early 1990s. Asset prices rose at an incredible pace, with the price of land absolutely rampant, increasing by as much as 5,000 per cent between 1956 and 1986. So distorted were land prices that...

TAMIM Earnings Season Report Card

TAMIM Earnings Season Report Card

TAMIM Earnings Season Report Card 7/3/2024 The final six months of 2023 presented a challenging backdrop with prevailing macroeconomic conditions and a sense of uncertainty. Anticipations for the earnings season until the end of December were initially subdued....

No FOMO: Patience and ASX Small Caps

No FOMO: Patience and ASX Small Caps

No FOMO: Patience and ASX Small Caps 21/2/2024 In today's fast-paced world, the demand for instant gratification has permeated almost every aspect of life, including investing. The allure of quick gains often overshadows the virtues of patience and long-term thinking....

Our ASX Earnings Season Podium

Our ASX Earnings Season Podium

Our ASX Earnings Season Podium 26/9/2023   With earnings season done and dusted, we take a look back at three of the best performers in what was an overall mixed period for the ASX. We’ve also included one quality company which has had a challenging time...

About TAMIM Asset Management

TAMIM Asset Management is a boutique investment firm that provides a variety of investment solutions tailored to our clients’ needs, with a commitment to safeguarding their wealth. At TAMIM we delivering expert solutions across equities, property & credit

Stay Informed with TAMIM Stock Insights

TAMIM Asset Management provides market and stock insights for general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal situation, and may not be suitable for you.

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