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Market Insights

Never Say "We Told You So" and Other Advice We Should Have Heeded But Ignored

16/2/2021

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Sometimes you get a piece of good advice early in your career, from someone older, that you respect. You should remember that advice and follow it. One of these is often “never say we told you so; it just irritates”. We’re going to break that rule; in a polite way.

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Benefiting from the Age of Efficient Corporate Management in  Japan

15/5/2020

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Kevin Smith takes a look at some of the long-term business management trends in Japan and the impact on reported profits and balance sheets.  After two decades of reducing debt, corporate Japan is in a strong position versus their international competitors in a world of Covid-19.

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It’s not the ‘Beginning of the End’, but the ‘End of the Beginning’

29/4/2020

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After a strong rebound and some signs of a relaxation of the lock downs we are now entering ‘Phase 2’. The actual damage done will become clear and fears about a viral resurgence are likely. Consequently, we expect a sideways market for a few months. Long term returns are unlikely to be impaired however, although a temptation to unleash modern monetary theory would be alarming. Japan remains our favourite equity market.

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Two Steps Forward, One Back in Japan

17/12/2019

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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.

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Controversial Call: It is time to buy value

24/10/2019

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Last week in our article looking at the potential for an escalation in fiscal deficits we made a few calls, first that the S&P 500 would inch higher following more QE from the Federal Reserve and news flow out of China negotiations. This week we would like to follow this up with what we feel are some rather interesting developments in the seemingly bubble-like universe of central banks and their viewpoints. As well as some interesting stories around why we feel like there will be a reversion to the mean in terms of value versus the market all together through next year. 

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Japan as a Safe Haven for Equity Investors

23/10/2019

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Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, takes a look at the curious case of Japan. What is happening there that should mean it is a safe haven amongst all the global turmoil?

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Understanding Innovation and Where To Find It

8/8/2019

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This week we return to the topic of innovation. Just what is it that allows innovations to take place? And more particularly where should we be placing our bets to take advantage? 

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Improving Returns for Shareholders in Japan

15/7/2019

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Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights the improving returns for shareholders in Japan over recent years and explains why Japan deserves consideration for inclusion in your global equity exposure.

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The Development of Corporate Governance in Asia

31/10/2018

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Kevin Smith of API Capital, lead manager of the TAMIM Asia Small Companies portfolio, takes a look at improving corporate governance in Asia. This is an area that has improved dramatically this century and is one of the reasons that the Asian region is now an extremely attractive proposition for diligent investors.

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VIDEO: Asia Small Companies Series: A Chinese Slowdown? Why Japan? Is now the right time?

28/9/2018

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Robert Swift, of API Capital and the TAMIM Asia Small Companies fund, takes the time to answer a few of the key questions around this newly launched strategy.

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A market of misunderstood problems and opportunities

23/11/2017

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This week Robert Swift takes a look at one of his favourite subjects of the last twelve months, - the land of the rising sun - and delves into ​a market of misunderstood problems and opportunities.

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​The information provided on this website should not be considered financial or investment advice and is general information intended only for wholesale clients ( as defined in the Corporations Act). If you are not a wholesale client, you should exit the website. The content has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice before making any financial or investment decisions. Where the website refers to a particular financial product, you should obtain a copy of the relevant product services guide or offer document for wholesale investors before making any decision in relation to the product. Investment returns are not guaranteed as all investments carry some risk. The value of an investment may rise or fall with the changes in the market. Past performance is no guarantee of future performance. This statement relates to any claims made regarding past performance of any Tamim (or associated companies) products. Tamim does not guarantee the accuracy of any information in this website, including information provided by third parties. Information can change without notice and Tamim will endeavour to update this website as soon as practicable after changes. Tamim Funds Management Pty Limited and CTSP Funds Management Pty Ltd trading as Tamim Asset Management and its related entities do not accept responsibility for any inaccuracy or any actions taken in reliance upon this advice. All information provided on this website is correct at the time of writing and is subject to change due to changes in legislation. Please contact Tamim if you wish to confirm the currency of any information on the website.  

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