Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights one of the stocks in the Asia Small Companies portfolio, Dowa Holdings Co Ltd (5714.TYO).
As most investors know, retail is a tough game. In the last twelve months we have seen many retailers struggle with sluggish consumer spending, bush fires impacting sales and more recently the drop off in tourism from the coronavirus, COVID-19. But, not all retailers are made the same. Despite all this doom and gloom, three retailers we own delivered strong results recently. But why are these retailers outperforming their peers? Read on to find out.
Ron Shamgar, Head of Australian Equities at TAMIM Asset Management, takes a look at three stocks in one of his favourite market segments right now.
A sector we currently favour is the payments industry both domestically and on a global scale. Consumers are moving away from using cash and cheques with card and mobile payments taking over instead. Cards are now the most frequently used payment method in Australia along with many developed countries around the world.
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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.