Stock News & Insights
Sign up for our newsletter
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.
Subscribe to our Weekly Stock Market Insights in Australia
As company earnings reports roll in, investors will see multiple examples of why it pays to be an optimist and to ignore apocalyptic forecasts. For much of late 2022 and 2023, the media was fixated on rising interest rates and the potential of a damaging recession. As... The gaming sector, having navigated the turbulence of the COVID-19 pandemic, is on the brink of resurgence. Firstly, the pandemic-induced restrictions significantly curtailed the operations of casinos, gaming venues, and related establishments, causing a temporary dip... Global equity markets finished the year on a tear as investors gained confidence that inflation had abated and interest rate hikes were in the rear vision mirror. There was a clear bifurcation however, with the bounce led by a small number of suspects (we’re looking... Unlocking Potential Amidst Turbulence: The EML Payments (ASX: EML) Journey 1/2/2024 EML Payments Ltd (ASX: EML) has indeed charted a tumultuous course over the last five years, captivating investors with its roller-coaster share price and stirring the investment... 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...
Three ASX Resilient Retailers Posting Impressive Results
Three ASX Gaming Stocks Gearing Up for a Strong 2024
Top 3 International Shares for 2024
Unlocking Potential Amidst Turbulence: The EML Payments (ASX: EML) Journey
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
As company earnings reports roll in, investors will see multiple examples of why it pays to be an optimist and to ignore apocalyptic forecasts. For much of late 2022 and 2023, the media was fixated on rising interest rates and the potential of a damaging recession. As... The gaming sector, having navigated the turbulence of the COVID-19 pandemic, is on the brink of resurgence. Firstly, the pandemic-induced restrictions significantly curtailed the operations of casinos, gaming venues, and related establishments, causing a temporary dip... Global equity markets finished the year on a tear as investors gained confidence that inflation had abated and interest rate hikes were in the rear vision mirror. There was a clear bifurcation however, with the bounce led by a small number of suspects (we’re looking... Unlocking Potential Amidst Turbulence: The EML Payments (ASX: EML) Journey 1/2/2024 EML Payments Ltd (ASX: EML) has indeed charted a tumultuous course over the last five years, captivating investors with its roller-coaster share price and stirring the investment... 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...
Three ASX Resilient Retailers Posting Impressive Results
Three ASX Gaming Stocks Gearing Up for a Strong 2024
Top 3 International Shares for 2024
Unlocking Potential Amidst Turbulence: The EML Payments (ASX: EML) Journey
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
This week we bring to you yet another piece by friend of TAMIM Sam Ferraro of independent financial education firm Evidente. Given Guy Carson's recent commentary surrounding housing and building approvals we thought it was an important read. This article was... Scott Maddock, portfolio manager for the TAMIM Australian Equity Income IMA, takes a look at the trade-off one must account for when aiming to generate income from an equity portfolio. He takes a look at two stocks held to deal with exactly that. Income vs. Capital... This week Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, takes a look at the Bank levy announced in Budget 2017. Will the cost be passed on? Will the bank levy be passed on? Guy Carson Four weeks ago we wrote an article entitled Australian... Robert Swift, of the TAMIM Global Equity High Conviction IMA, was recently invited to attend the ever-popular Berkshire Hathaway AGM. He has taken the time to write some notes on what he found interesting and what he observed. Berkshire Hathaway AGM - notes from the... This week the Small Cap team take a look at why investors frequently undervalue a simple but proven business and instead hit for the fences with supposed disruptors. Why investors often undervalue simple businesses Summary: We have noticed that investors often... This week Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, takes a look at the Australian supermarkets, the prevailing duopoly, incoming competition from ALDI, Costco and Amazon and how the future looks for this sector. Australian Supermarkets:... Karl Hunt, of the TAMIM Global High Conviction strategy, spent a month living in a district in Shenzhen, in an attempt to better understand what was happening in the world’s second-largest economy, and to gauge what the locals were doing. Here is his report. The... Following on from a previous article - Australian Banks: The death of a 25 year bull market - last week, this week we highlight an article from Sam Ferraro on APRA and the impact their macro-prudential changes will have on the banks. While the article is slightly... We take a look at accessing IPO's and Capital raisings. Small investors tend to be locked out of these raisings. In most instances, this is not an issue as the quality of the capital raisings tend to be poor. However, in the case of a strong IPO, you can benefit from...
Australia’s Housing Revolution Continues… But for how much longer?
Income vs. Capital return – managing the trade-off in an income portfolio
Will the bank levy be passed on?
Berkshire Hathaway AGM – notes from the ground
Why investors often undervalue simple businesses…
Australian Supermarkets: The death of a duopoly
Is China the source of the next crash? – Notes from a long stay in Shenzhen
Evidente – APRA’s Quest for an Unquestionably Strong Financial System Continues
Accessing IPOs and Capital Raisings
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.No Results Found
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.
Investing in ASX Sectors
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.