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Tantallon Fund
Funds
India in 'idiosyncratic' growth pocket
The Tantallon India Fund closed up 2.96% higher in August, underpinned by a visible recovery in the domestic economy.
September 30, 2022
Funds
Risk-off for markets as RBI fights inflation
The fund says it expects markets to remain extremely volatile in the short-to-medium term.
July 21, 2022
Funds
Inflation and rising rates pressure markets; Hitachi Energy India in focus
"Experience suggests we should expect markets to remain extremely volatile until the Fed signals that they are...'done'".
June 30, 2022
Funds
Inflationary fears, yield curve inversion worries
This is one of those inflexion points on market sentiment and direction which we are going to look back on with some chagrin.
April 21, 2022
Oil & Gas
Higher oil and food prices weigh on India's outlook
Putin’s invasion of Ukraine has altered the market’s near-term risk/reward dynamics.
March 17, 2022
Funds
Omicron, China property sector unnerve markets
The team at Tantallon Fund says it expects markets to remain volatile over the next few months.
December 16, 2021
Funds
Take advantage of market volatility to increase exposure to Indian equities
Specific to India, we remain constructive on the broad economic revival as vaccination rates continue to improve.
November 18, 2021
Funds
Positive momentum as Covid-19 recedes
Pricing trends and management commentary affirm rising inflationary expectations — not just “transitory” supply-side bottlenecks.
September 23, 2021
Funds
Earnings-driven recovery of companies broadens as lockdown eases in India
The stock highlighted by Tantallon Fund this month is JB Chemicals and Pharmaceuticals (JBCP).
July 21, 2021