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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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Market Movers: How the Magnificent Seven Are Faring in 2024 6/2/2024 As we highlighted in our previous article back in November, the so-called “Magnificent 7” contributed a substantial proportion of the S&P 500 gains during 2023. Come the beginning of 2024, it was... 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 undoubtedly the United States, where... Stock Highlight – Smartpay Holdings Limited (ASX: SMP) 17/11/2023 Ron Shamgar recently joined the Ausbiz team and ten of the country's leading small cap investment managers, presenting their high conviction stock ideas, sector thematics and opportunities. Watch what... Rockets and Rejections: ASX small caps surging towards Xmas 7/12/2023 For some investors, Santa Claus has come a little earlier this year. In November, the S&P 500 concluded the month with an impressive rise, just under 9%, while the Nasdaq posted gains of... Semiconductor Spotlight: Wolfspeed, ST Microelectronics, and Arteris Poised for Growth 7/12/2023 As we highlighted in last week’s article, semiconductors are a critical component in many of the leading-edge technologies that are transforming industries. This includes... Volpara Health Technologies Receives Premium Offer from Lunit Inc 21/12/2023 Volpara Health Technologies (ASX: VHT) shares rocketed 41% on last Thursday to $1.10 following a takeover offer from Lunit Inc for $1.15 per share. Lunit, recognising the potential of Volpara... Market Insight – Market Surprises, AI Evolution, and Geopolitical Strains Shining a Spotlight on Close The Loop (ASX: CLG) 20/9/2023 The green energy movement has emerged as a transformative force in the global economy. Driven by the urgent need to mitigate climate change and reduce our dependence on finite fossil fuel resources, the... Creating a Truly Trans-Tasman Payments Provider 12/12/2023 Small businesses remain the lifeblood of daily life and the backbone of every economy. Despite the dominance of tech giants like Google (NASDAQ: GOOG), Microsoft (NASDAQ: MSFT), and Amazon (NASDAQ: AMZN),...
Market Movers: How the Magnificent Seven Are Faring in 2024
2024: All About the Vibe
Ron Shamgar – Ausbiz Small Caps, Big Ideas 2023 Edition
Rockets and Rejections: ASX small caps surging towards Xmas
Semiconductor Spotlight: Wolfspeed, ST Microelectronics, and Arteris Poised for Growth
Volpara Health Technologies Receives Premium Offer from Lunit Inc
2023 Review: Market Surprises, AI Evolution, and Geopolitical Strains
Shining a Spotlight on Close The Loop (ASX: CLG)
Creating a Truly Trans-Tasman Payments Provider
Market Movers: How the Magnificent Seven Are Faring in 2024 6/2/2024 As we highlighted in our previous article back in November, the so-called “Magnificent 7” contributed a substantial proportion of the S&P 500 gains during 2023. Come the beginning of 2024, it was... 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 undoubtedly the United States, where... Stock Highlight – Smartpay Holdings Limited (ASX: SMP) 17/11/2023 Ron Shamgar recently joined the Ausbiz team and ten of the country's leading small cap investment managers, presenting their high conviction stock ideas, sector thematics and opportunities. Watch what... Rockets and Rejections: ASX small caps surging towards Xmas 7/12/2023 For some investors, Santa Claus has come a little earlier this year. In November, the S&P 500 concluded the month with an impressive rise, just under 9%, while the Nasdaq posted gains of... Semiconductor Spotlight: Wolfspeed, ST Microelectronics, and Arteris Poised for Growth 7/12/2023 As we highlighted in last week’s article, semiconductors are a critical component in many of the leading-edge technologies that are transforming industries. This includes... Volpara Health Technologies Receives Premium Offer from Lunit Inc 21/12/2023 Volpara Health Technologies (ASX: VHT) shares rocketed 41% on last Thursday to $1.10 following a takeover offer from Lunit Inc for $1.15 per share. Lunit, recognising the potential of Volpara... Market Insight – Market Surprises, AI Evolution, and Geopolitical Strains Shining a Spotlight on Close The Loop (ASX: CLG) 20/9/2023 The green energy movement has emerged as a transformative force in the global economy. Driven by the urgent need to mitigate climate change and reduce our dependence on finite fossil fuel resources, the... Creating a Truly Trans-Tasman Payments Provider 12/12/2023 Small businesses remain the lifeblood of daily life and the backbone of every economy. Despite the dominance of tech giants like Google (NASDAQ: GOOG), Microsoft (NASDAQ: MSFT), and Amazon (NASDAQ: AMZN),...
Market Movers: How the Magnificent Seven Are Faring in 2024
2024: All About the Vibe
Ron Shamgar – Ausbiz Small Caps, Big Ideas 2023 Edition
Rockets and Rejections: ASX small caps surging towards Xmas
Semiconductor Spotlight: Wolfspeed, ST Microelectronics, and Arteris Poised for Growth
Volpara Health Technologies Receives Premium Offer from Lunit Inc
2023 Review: Market Surprises, AI Evolution, and Geopolitical Strains
Shining a Spotlight on Close The Loop (ASX: CLG)
Creating a Truly Trans-Tasman Payments Provider
Robert Swift takes a look at the current situation around inflation and looks at how we can invest to maintain our spending power in real terms. A must read for those now receiving next to nothing for their bonds and fixed income. Inflation is here. It really never... As long-term investors in Taiwan we prefer to look at the investment flows by Taiwanese companies into China as an indicator of the state of relations and not media speculation regarding the prospect for military hostilities. If China were going to invade Taiwan it... By now most of the readership, we assume, has heard about the Archegos Capital fiasco. A situation that, last Friday, shook global equity markets. A series of events wiping out close to 50% of the market capitalisation of Discovery, more than 50% of Viacom, 20% off... Every generation sees certain trends that go beyond the cyclical. Trends that encapsulate a fundamental change to the way things are done. When we say secular growth, we are referring to structural changes taking place in the economy; from e-commerce fundamentally... This week we thought it would be valuable to highlight Ron Shamgar's recent monthly report. Ron has delivered a stellar return for our investors over the last couple of years, managing the portfolio through the covid crisis with aplomb. During the month of February... This week we would like to take a look at Greensill Capital and its spectacular fall from grace. Its fall, preceded by another yet bigger collapse in the form of German payment processor Wirecard, has raised many questions around the ability of regulators to keep up... Robert Swift takes a look at what happened in February in markets and touches on some of the adjustments made within his portfolio. This is an excerpt from Robert's Global High Conviction report for February 2021. We are at a very interesting juncture in capital... Last week Sid Ruttala provided us with a list of things not to worry about, this week he goes the other way and takes a look at a couple of things to keep a eye on given the current market environment. Last week we briefly spoke about central bank policy and the... Here we are, February of 2021 and it has been an interesting start to the year. For those of you that have read previous articles, you know I have been one of those outliers that has been predicting inflation and the tremendous risks posed by the bond market for a...
Equities As an Inflation Hedge? Choose Wisely Though
Taiwan: Not the Most Dangerous Place on Earth
Fear and Greed in the Time of Covid
3 Secular Growth Thematics for the 20s & Beyond
Australia All Cap | February Monthly Report Excerpt & Portfolio Highlights
Questions and Lessons From The Greensill Saga
February Wrap: An Interesting Juncture in Capital Markets
2 Things To Keep an Eye On and Their Implications for Investors
Investors: Inflation, Rising Rates and Other Things Not to Worry About
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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.