This week we present a piece by Adrian Lemme, analyst with the TAMIM Australian Equity Income IMA powered by Merlon Capital Partners, as they review their analysis of the impact of Amazon.
The Tamim Australian Equity Small Cap team takes a step back heading into the Australian winter vacation period to look at the local tourism sector. Backed by the tailwind of strongly increasing tourist numbers, this segment of the market is poised for strong gains. The small cap team highlights some of their favoured and less favoured opportunities.
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