To wind up the year we decided to take a tongue-in-cheek look at the year that was. There were a number of predictions being widely thrown around by those in the industry to start the year, unfortunately many of them turned out to be unfounded. So, let's dive into 2019 in review!
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, addresses Japan in the wake of some of the negative news associated with the market. Japan forms an integral part of both the Asia Small Companies and Global High Conviction portfolios and it is important to stay abreast of what is happening in one of the world's largest economies.
This week we would like to visit perhaps one of the most controversial topics in the investment world. That is the case for investing in Asia, specifically why? And why now? The experiences of many investors in the past, especially retail investors, have simply not been the best. So why is it now the place to be?
With apologies to Canned Heat and Jack Kerouac, Robert Swift has penned some of his observations from being on the ground in Europe and Hong Kong recently and how these have influenced his thinking when it comes to investing. This week we finish up with Hong Kong.
Markets & Commentary
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.