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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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In a noteworthy decision on Tuesday, March 19, the Bank of Japan (BOJ) announced an increase to its benchmark interest rate for the first time since 2007. Japan has endured a prolonged period of “ultra loose” monetary policy since the Global Financial Crisis (GFC), as... While international headlines have been dominated by the "magnificent seven," the ASX has previously harboured its own notable tech stocks encapsulated within the WAAAX acronym. The WAAAX group, composed of WiseTech Global (ASX: WTC), Afterpay, Altium (ASX: ALU),... Microsoft is a business most readers will be familiar with. In fact, many will likely interact with products owned by the software giant daily. Office 365 programs such as Word and Teams are ubiquitous in workplaces, schools and homes. Professionals peruse LinkedIn... The Australian consumer has navigated a complex landscape over the past 12-18 months. Grappling with the repercussions of a post-pandemic surge in inflation, the Reserve Bank of Australia has raised interest rates 13 times since May 2022 with the current cash rate... As Super Tuesday's results and Nikki Haley’s exit from the Republican primary race, the stage looks set for a 2024 U.S. Presidential election rematch between the incumbent Joe Biden and former President Donald Trump. With rumblings from various European leaders about... 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 boom in asset prices through the 1980s that... 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. Despite this, the period delivered results that... In a market captivated by megacaps like Nvidia (NASDAQ: NVDA) and the allure of AI, our focus remains steadfast on the fruitful terrain of ASX small and mid caps. Two recurring themes have emerged in our portfolio: unearthing small-to-mid-sized businesses with... It’s been almost impossible to avoid the hype around NVIDIA (NASDAQ: NVDA) in the financial media in recent times. It’s been pinned as the poster child for the AI revolution–a title its shareholders must be loving. The NVDA share price has risen a staggering 19 times...
Japan’s Post-COVID Normal & Decoding Central Bank Speak
Tech Talk: WAAAX Off, Task On
Market Leaders: Why We Own Microsoft
Second-Level Thinking: Benefiting from the Rebound of ASX Retail Stocks
Biden vs Trump: Shaping Your Portfolio for the U.S. Presidential Outcome
All Time Highs: Japan’s Revival
TAMIM Earnings Season Report Card
ASX Small Cap Update: Takeover Twists and Transforming Fundamentals
Soaring with NVIDIA: Weighing the Rewards and Risks in the AI Revolution
In a noteworthy decision on Tuesday, March 19, the Bank of Japan (BOJ) announced an increase to its benchmark interest rate for the first time since 2007. Japan has endured a prolonged period of “ultra loose” monetary policy since the Global Financial Crisis (GFC), as... While international headlines have been dominated by the "magnificent seven," the ASX has previously harboured its own notable tech stocks encapsulated within the WAAAX acronym. The WAAAX group, composed of WiseTech Global (ASX: WTC), Afterpay, Altium (ASX: ALU),... Microsoft is a business most readers will be familiar with. In fact, many will likely interact with products owned by the software giant daily. Office 365 programs such as Word and Teams are ubiquitous in workplaces, schools and homes. Professionals peruse LinkedIn... The Australian consumer has navigated a complex landscape over the past 12-18 months. Grappling with the repercussions of a post-pandemic surge in inflation, the Reserve Bank of Australia has raised interest rates 13 times since May 2022 with the current cash rate... As Super Tuesday's results and Nikki Haley’s exit from the Republican primary race, the stage looks set for a 2024 U.S. Presidential election rematch between the incumbent Joe Biden and former President Donald Trump. With rumblings from various European leaders about... 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 boom in asset prices through the 1980s that... 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. Despite this, the period delivered results that... In a market captivated by megacaps like Nvidia (NASDAQ: NVDA) and the allure of AI, our focus remains steadfast on the fruitful terrain of ASX small and mid caps. Two recurring themes have emerged in our portfolio: unearthing small-to-mid-sized businesses with... It’s been almost impossible to avoid the hype around NVIDIA (NASDAQ: NVDA) in the financial media in recent times. It’s been pinned as the poster child for the AI revolution–a title its shareholders must be loving. The NVDA share price has risen a staggering 19 times...
Japan’s Post-COVID Normal & Decoding Central Bank Speak
Tech Talk: WAAAX Off, Task On
Market Leaders: Why We Own Microsoft
Second-Level Thinking: Benefiting from the Rebound of ASX Retail Stocks
Biden vs Trump: Shaping Your Portfolio for the U.S. Presidential Outcome
All Time Highs: Japan’s Revival
TAMIM Earnings Season Report Card
ASX Small Cap Update: Takeover Twists and Transforming Fundamentals
Soaring with NVIDIA: Weighing the Rewards and Risks in the AI Revolution
In the wake of the US Election result yesterday, we at TAMIM have asked a couple of the managers we partner with to give us a few quick reactions and thoughts on where they see opportunity now that President Donald J Trump is a reality. In the wake of the US Election... This week we present a piece by Hamish Carlisle, analyst with the TAMIM Australian Equity Income IMA powered by Merlon Capital Partners, as they follow up a previous piece on the merits of value investing. While the long term returns from “value investing” are strong... This week Robert Swift takes a look at the Chinese property market and the effect it will have on Australia and the World. We have written on the China “marvel” before and continue to scratch our head on this enigma and the sustainability of it. You have to give them... This week Guy Carson takes a look at REITs and their potential role as the source of crisis in the Australian economy. A version of this article was published in The Australian on 21 October 2017. Back in 2007, the wheels began to fall off the global equity market... This week Robert Swift and Roger McIntosh, of the TAMIM Global Equity High Conviction IMA, take a look at the tricky subject of creative accounting and how it must be factored into your stock analysis. Quantitative stock selection models such as our VMQ assessment,... This week we present an article by friend of TAMIM Sam Ferraro as he examines the subdued volatility the Australian market has been experiencing. Market volatility conditions have remained subdued for some time. Daily return volatility of the Australian dollar Trade... Adrian Lemme, analyst with the TAMIM Australian Equity Income portfolio, takes a look at the impending arrival of Amazon and the impact it should have on the Aussie landscape. Amazon Not Introducing Internet to Australia TAMIM Australian Equity Income - Merlon Capital... Guy Carson takes a look at the series of booms that have been propping up the Australian economy over the last decade and where we might be headed from here. Australia has just celebrated 26 years without a recession and the Government as well as the Reserve Bank of... This week we take a look at the Brisbane property market. Is there an opportunity to be had or should we continue to flee the sinking ship? With the Australian cash rate at a record low, over the last 8 years we have seen a boom in property prices across the East...
SPECIAL: Presidential Reactions
Value Investing – An Australian Perspective: Part II – September 2017
Chinese Property Market – One to watch out for…
Will REITs be the epicentre of the next crisis?
Creative Accounting and non-payment of tax as a source of risk – the importance of fundamental oversight
Evidente – Subdued volatility conditions belie tail risks
Amazon Not Introducing Internet to Australia
Australia: The land of the rolling Boom
Brisbane Property – a damsel in distress or a diamond in the rough?
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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.