While selling at a loss to offset other gains is the obvious benefit, tax loss selling may provide additional opportunities for patient investors. Tax-loss selling is a strategy where investors sell underperforming stocks at a loss to offset capital gains from...
China's journey in vehicle production is a tale of rapid transformation and global ambition. From its early days of manufacturing basic, low-cost cars, China has grown into a powerhouse of innovation, particularly with the rise of electric vehicles (EVs). Central to...
New technologies like AI and generative AI are at an inflection point, infiltrating our daily lives from work to play. Tools like ChatGPT have become household names, with each iteration bringing astonishing improvements. However, flying more under the radar is the...
Technology advancements, particularly in artificial intelligence (AI), have been pivotal in driving market dynamics recently, with notable companies like Nvidia (NASDAQ: NVDA), Meta (NASDAQ: META), and Alphabet (NASDAQ: GOOG) experiencing significant stock price...
Sometimes the macroeconomic outlook changes like the weather, and investors find themselves sailing in a crosswind of uncertainty. The Reserve Bank of Australia (RBA) is ensnared in a catch-22 dilemma: whether to raise rates to tame inflation and risk plunging the...
Few entities wield as much influence as tech behemoths Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG). These tech titans' quarterly performances serve as litmus tests for market sentiment and economic health. As stalwarts in their respective domains, Microsoft's...
Power Play: Investing In Energy For Innovation Date: 24/4/2024 As technology strides forward, the world's energy demands have skyrocketed, with artificial intelligence (AI) at the forefront of this surge. This escalation poses significant challenges and...
We first highlighted the importance of semiconductors back in April 2023 when we introduced the concept of megatrends. Back then, we used the example of the automotive industry and the increasing adoption of electric vehicles (EVs), and highlighted how investing in...
AI's Power Surge: Overlooked Opportunities of a Tech-Driven Future 11/4/2024 The surge in enthusiasm for anything related to artificial intelligence (AI) has continued apace in 2024, a theme we have discussed on several occasions, including here and here (to provide...
Stock Spotlight: Unearthing Value in eBay 28/3/2024 This week we put a spotlight on a company in the Global High Conviction Strategy at TAMIM Asset Management, led by Portfolio Manager Robert Swift. While it may not be the first company that springs to mind, it should...
Japan’s Post-COVID Normal & Decoding Central Bank Speak 21/3/2024 In a noteworthy decision on Tuesday, March 19, the Bank of Japan (BOJ) announced an increase to its benchmark interest rate for the first time since 2007. Japan has endured a prolonged period of...
Market Leaders: Why We Own Microsoft 12/3/2024 Microsoft is a business most readers will be familiar with. In fact, many will likely interact with products owned by the software giant daily. Office 365 programs such as Word and Teams are ubiquitous in...
