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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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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... While these ASX small caps are a drop in the ocean compared to the earnings anticipation of global behemoth NVIDIA Corporation (NASDAQ: NVDA) the below-mentioned companies continue to produce exceptional results in the face of challenging environments. This report...
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
Three ASX Small Cap Delivering Impressive Results
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... While these ASX small caps are a drop in the ocean compared to the earnings anticipation of global behemoth NVIDIA Corporation (NASDAQ: NVDA) the below-mentioned companies continue to produce exceptional results in the face of challenging environments. This report...
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
Three ASX Small Cap Delivering Impressive Results
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... This week the small cap team take a look at the importance of a good management team when investing in a company. They take the time to spell out exactly what they look for when considering management. Summary: In our experience management quality is arguably the... Robert Swift presents his views on myths about deflation, Amazon and Socially Responsible Investing, and some folks that died a few hundred years ago. Prices, bad policy, Amazon, socially responsible investing and Thomas Hobbes – how on earth are they connected and... Remember the Tech Media Telecom (TMT) bubble of the late 1990s? Australia didn’t participate because of an absence of such companies on the ASX, but elsewhere it produced a frenzy of deals and some ludicrous valuations which mostly came unstuck. Although it eventually... Australia has a love affair with property, however you can’t go a week without seeing a newspaper headline proclaiming the next property crash. The low level of global and local interest rates over the last 9 years has caused property prices to go up significantly due...
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?
What we look for in a management team
Prices, bad policy, Amazon, socially responsible investing and Thomas Hobbes – how on earth are they connected and why should I care?
So you’ve sold Telstra… Now what?
Five need to know factors for a successful retail property deal
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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.
How often are new articles or insights published on the Stock & Market Insights page?
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.
What topics are covered by TAMIM’s Stock & Market Insights?
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.