Written by Ron Shamgar After two years of relative underperformance, Australian small and mid caps are finally showing signs of life. With inflation easing, rate cuts now on the horizon, and investor sentiment gradually shifting back toward growth, we believe the next...
When Copper Becomes a Battlefield It has long been said that copper is the metal with a PhD in economics. As a bellwether for industrial growth and technological advancement, copper demand tends to precede major shifts in global economic trends. In this context, the...
Powering the Global Shift to Renewables with Energy One In Part 2 of our Small Cap Energy Transition Playbook, we continue identifying ASX-listed companies providing the critical infrastructure and technologies supporting the move to a net-zero economy. Following our...
The past week has seen global markets whipsaw amid the latest U.S. tariff announcements, with Australian equities caught in the crosscurrents. Initially, global equities shed over $5.4 trillion in value following sweeping U.S. tariffs on imports, sending the S&P...
The ASX continues to be a hub for fintech innovation, with digital payments playing a crucial role in reshaping financial transactions and business operations. As businesses transition toward cashless transactions, demand for seamless, efficient payment solutions...
Australia’s Banking Giants Face a Changing Landscape With the Reserve Bank of Australia (RBA) cutting the cash rate by 25 basis points to 4.1%, all eyes are on how the major banks will adapt. Lower rates may provide relief for borrowers, but they also pressure bank...
Ron Shamgar, Head of Australian Equities and portfolio manager for the TAMIM Australia All Cap portfolio, shares his market insights on the latest developments shaping the investment landscape. The first month of the year has provided investors with a strong start,...
Are market bubble fears overblown? Ron Shamgar breaks down why valuations, excluding the tech giants, align with historical averages. Could this signal the early stages of a bull market and prime opportunities for small and mid-cap investors? Disclaimer: All investing...
How do U.S. economic trends shape Australian market success? Ron Shamgar explains why understanding U.S. dynamics like rate cuts, controlled inflation, and recession avoidance is crucial for capitalising on opportunities in small and mid-cap stocks. Disclaimer: All...
Recently we attended EML strategy day and met with management. EML outlined a clear and focused 2.0 strategy centered around three key pillars: nurturing and growing their existing core business, accelerating into new verticals, and expanding into new geographic...
The Reserve Bank of Australia (RBA) has recently proposed a ban on surcharging for debit card transactions, a move that could reshape the landscape for Australia’s payments sector. This proposal, currently under a review phase expected to last six to nine months, aims...
Small to Mid Caps have never been cheaper. Ron Shamgar, Head of Australian Equities at TAMIM Asset Management Disc: All investing entails risk - please read disclaimer on our website for more details - www.tamim.com.au.
