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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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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... New technologies like AI and generative AI are at an inflection point, infiltrating our daily lives from work to play. Tools like ChatGPT have become household names, with each iteration bringing astonishing improvements. However, flying more under the radar is the... Last week's 2024-2025 Federal Budget marked the Labor government's second surplus since taking power in 2022. The $9.3 billion surplus underscores Australia's economic resilience, with the country held up by the mining sector and selling houses to each other.... Headlines in local financial news have recently featured stories of takeovers, mergers, and acquisitions. The beginning of this decade, marked by a significant downturn, has led to an economic cycle ripe with such activities. This bustling environment presents rich... Technology advancements, particularly in artificial intelligence (AI), have been pivotal in driving market dynamics recently, with notable companies like Nvidia (NASDAQ: NVDA), Meta (NASDAQ: META), and Alphabet (NASDAQ: GOOG) experiencing significant stock price...
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
Autonomous Innovations Flying Under the Radar with Huge Potential
Budget Beneficiaries: The ASX Winners from the 2024-2025 Budget
Navigating Takeovers: Lessons from Recent M&A Activity
Why This Building Services Company’s Stock Doubled In 12 Months
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... New technologies like AI and generative AI are at an inflection point, infiltrating our daily lives from work to play. Tools like ChatGPT have become household names, with each iteration bringing astonishing improvements. However, flying more under the radar is the... Last week's 2024-2025 Federal Budget marked the Labor government's second surplus since taking power in 2022. The $9.3 billion surplus underscores Australia's economic resilience, with the country held up by the mining sector and selling houses to each other.... Headlines in local financial news have recently featured stories of takeovers, mergers, and acquisitions. The beginning of this decade, marked by a significant downturn, has led to an economic cycle ripe with such activities. This bustling environment presents rich... Technology advancements, particularly in artificial intelligence (AI), have been pivotal in driving market dynamics recently, with notable companies like Nvidia (NASDAQ: NVDA), Meta (NASDAQ: META), and Alphabet (NASDAQ: GOOG) experiencing significant stock price...
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
Autonomous Innovations Flying Under the Radar with Huge Potential
Budget Beneficiaries: The ASX Winners from the 2024-2025 Budget
Navigating Takeovers: Lessons from Recent M&A Activity
Why This Building Services Company’s Stock Doubled In 12 Months
Guy Carson, manager of the TAMIM Australian All Cap Value portfolio, has had an excellent year to date. This success has come from not only picking good stocks but also from managing the portfolio risk when he occasionally picks the wrong stock. This week, to... 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...
It’s not all about the stocks: how we manage risk
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
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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.
Who is the intended audience for the TAMIM Stock & Market Insights content?
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.
How can I subscribe to receive updates from TAMIM’s Stock & Market Insights?
Subscribe to our Australian equities insights newsletter via the sign-up section. You will receive weekly reports and featured stock stories, ensuring professional perspectives are delivered directly to your inbox every week.
Are the insights on TAMIM’s site general information or personalised financial advice?
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.