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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 market and investment insights in Australia across different categories to stay ahead in the evolving landscape of investments.
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Finding unique opportunities in Japan is a thematic we have been enthusiastic about consistently over the years. Japanese balance sheets have historically been less than optimal, with many companies holding excessive cash reserves instead of returning capital to... While selling at a loss to offset other gains is the obvious benefit, tax loss selling may provide additional opportunities for patient investors. Tax-loss selling is a strategy where investors sell underperforming stocks at a loss to offset capital gains from... 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... As artificial intelligence (AI) hype continues to grip the investing world, an age old strategy could provide an excellent investment opportunity – the "picks and shovels" play. Drawing inspiration from the California Gold Rush, where the true winners were the... One of the most highly anticipated initial public offerings (IPOs) is set to hit the ASX with fast-growing Mexican quick service restaurant (QSR) chain Guzman Y Gomez set to list on the 20th of June. IPOs on the ASX have had a mixed track record, with some companies... Turnaround stories on the ASX are a rare breed, and within the technology sector, they are among the rarest of all. Investors often shy away from tech companies burdened with high cash burn, lack of profits, frequent capital raises, product deviations, and management... The appeal of global addressable markets and sheer size of growth has drawn many ASX listed companies into di-worse-ification overseas. Australian companies have faced significant challenges in their attempts to expand globally, including underestimating local market... While March results and the subsequent reporting in April/May are quite subdued compared to the chaos of earlier months, we are still subject to a number of high quality companies reporting their earnings. Last week, two of the TAMIM holdings reported impressive... China's journey in vehicle production is a tale of rapid transformation and global ambition. From its early days of manufacturing basic, low-cost cars, China has grown into a powerhouse of innovation, particularly with the rise of electric vehicles (EVs). Central to...
Seizing the Moment: Why Now is the Time to Invest in Japan
Tax Loss Selling: Uncovering Hidden Gems for Patient Investors
Should investors play Defence in FY2025?
Striking Gold in the AI Rush: The “Picks and Shovels” ASX Strategy
Guzman Y Gomez IPO: Fresh Ingredients, Big Ambitions, and a Lofty Price Tag
A Rare Turnaround in Sports Technology
Lendlease’s Costly Global Ventures Highlight the Perils of Di-worse-ification
Two ASX Small Caps Reporting Strong Performance, Poised for Future Growth and Innovation
BYD’s Relentless Rise Threatens Tesla’s EV Dominance
Finding unique opportunities in Japan is a thematic we have been enthusiastic about consistently over the years. Japanese balance sheets have historically been less than optimal, with many companies holding excessive cash reserves instead of returning capital to... While selling at a loss to offset other gains is the obvious benefit, tax loss selling may provide additional opportunities for patient investors. Tax-loss selling is a strategy where investors sell underperforming stocks at a loss to offset capital gains from... 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... As artificial intelligence (AI) hype continues to grip the investing world, an age old strategy could provide an excellent investment opportunity – the "picks and shovels" play. Drawing inspiration from the California Gold Rush, where the true winners were the... One of the most highly anticipated initial public offerings (IPOs) is set to hit the ASX with fast-growing Mexican quick service restaurant (QSR) chain Guzman Y Gomez set to list on the 20th of June. IPOs on the ASX have had a mixed track record, with some companies... Turnaround stories on the ASX are a rare breed, and within the technology sector, they are among the rarest of all. Investors often shy away from tech companies burdened with high cash burn, lack of profits, frequent capital raises, product deviations, and management... The appeal of global addressable markets and sheer size of growth has drawn many ASX listed companies into di-worse-ification overseas. Australian companies have faced significant challenges in their attempts to expand globally, including underestimating local market... While March results and the subsequent reporting in April/May are quite subdued compared to the chaos of earlier months, we are still subject to a number of high quality companies reporting their earnings. Last week, two of the TAMIM holdings reported impressive... China's journey in vehicle production is a tale of rapid transformation and global ambition. From its early days of manufacturing basic, low-cost cars, China has grown into a powerhouse of innovation, particularly with the rise of electric vehicles (EVs). Central to...
Seizing the Moment: Why Now is the Time to Invest in Japan
Tax Loss Selling: Uncovering Hidden Gems for Patient Investors
Should investors play Defence in FY2025?
Striking Gold in the AI Rush: The “Picks and Shovels” ASX Strategy
Guzman Y Gomez IPO: Fresh Ingredients, Big Ambitions, and a Lofty Price Tag
A Rare Turnaround in Sports Technology
Lendlease’s Costly Global Ventures Highlight the Perils of Di-worse-ification
Two ASX Small Caps Reporting Strong Performance, Poised for Future Growth and Innovation
BYD’s Relentless Rise Threatens Tesla’s EV Dominance
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... What an eventful year 2020 was! But with a change in administration Stateside we thought we should take a moment to dig out the crystal ball and try to grapple with what this means for us in the year to come and the markets in general. As with all predictions, please... To wind up the year we decided to take a tongue-in-cheek look at the year that was. There were a number of predictions being widely thrown around by those in the industry to start the year, unfortunately many of them turned out to be unfounded. So, let's dive into... Over the past few weeks we have tried to elaborate upon what is turning out to be one of the most interesting and dynamic secular growth stories of the coming decades and perhaps century. And so, we would like to use this article as a conclusion of sorts, namely... Recent weeks have highlighted the rather uncomfortable and somewhat frosty relationship between our nation and our largest trading partner. Hence we thought it might be pertinent to revisit the topic, something we first elaborated upon in the infancy of the Trump... This week we visit the first of the categories within mobility, that is the most obvious, the electrification of transport and automobiles. There are several key catalysts for this process including the continued adoption of regulatory frameworks by governments...
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
Walking the Tightrope: What The Biden Administration Might Mean for Australia
Top 5 Predictions for 2019 (that we never made…) | How’d they work out?
Mobility Part 5: Why Now? The Revolution Ain’t Waiting For You
Adjusting to a Shifting World Order
Mobility Part 2: We’re gonna rock down to Electric Avenue
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Stay Informed with TAMIM Market and Stock Insights
Managing investments requires more than data; it requires a personal touch. Read about us to understand our investor-first approach. If you’d like deeper insights into the stock market in Australia, contact the TAMIM team today to begin securing your financial legacy alongside experts you can trust.
FAQs
What kind of stock and market insights does the TAMIM Asset Management website offer?
TAMIM offers various resources, including Stock Stories, Market Insights and economic analysis. We provide specialised coverage of the ASX Reporting Season alongside a curated Weekly Reading List. This ensures access to the deep stock market insights in Australia required to build a robust investment portfolio.
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We publish our Weekly Reading List every week to summarise global and local events. Additional market commentary on Australian equities is released as conditions shift or when our analysts identify significant opportunities within specific sectors.
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Our content is tailored for sophisticated investors, family offices and SMSF trustees. This research is intended for wholesale clients under the Corporations Act.
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We cover macroeconomic trends, sector-specific analysis and behavioural finance. Our experts examine everything from interest rates to fintech innovations. This comprehensive approach to market insights for investment in Australia helps you understand the drivers behind market fluctuations.
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All content is general information and not personalised financial advice. It is prepared without considering your personal objectives, financial situation or needs. We strongly recommend that you consult with a qualified financial adviser before making any investment decisions based on the information provided.
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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.