ASX

CBA vs. Westpac: Is the Market Overreacting?

CBA vs. Westpac: Is the Market Overreacting?

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...

Is the ASX Undervalued? What Investors Should Know

Is the ASX Undervalued? What Investors Should Know

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,...

Two Small Caps Make a Strong Statement with FY24 Earnings

Two Small Caps Make a Strong Statement with FY24 Earnings

Despite a challenging start to earnings season for some businesses, two small caps in the TAMIM portfolio have delivered strong performances. Standout performances from Centrepoint Alliance Limited (ASX: CAF) as well as the continued growth and performance from the...

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