Tantallon India Fund

The path to “normalisation” is in the resilience of the Indian rural and semi-urban economies.

Resurgent infections a lingering drag on economies; Mahindra & Mahindra in focus

The Tantallon India Fund closed 7.73% higher in June, in another volatile month as markets oscillate between bouts of anxiety over surging Covid-19 infections potentially requiring prolonged “shutdowns”.

V-shape recovery underway for Bharti Airtel

In the absence of a viable and scalable vaccination programme, trying to project demand, supply, revenues and margins over the next two to three quarters is a largely futile exercise.

The extreme volatility in the last two weeks are a stark reminder of the speed and intensity of global market corrections when sheer panic drives algorithmic and high-frequency trading strategies.

SINGAPORE (Jan 23): The Tantallon India Fund closed up +1.82% in December with markets remaining volatile into the year-end with civil protests against the introduction of the new Citizenship Law, and muted consumption and manufacturing data raising quest

(Nov 18): The Tantallon India Fund closed up 1.96% in October on the back of resurgent global equity risk appetite and expectations of a nascent growth revival, further central bank easing and growing optimism over a trade deal between the US and China.

(Oct 14): The Tantallon India Fund closed up 5.15% in September on the back of the announcement of significant new tax reforms (slashing corporate tax rates from 35% to about 25%), putting paid to the relentlessly negative media/ market narrative over the

(Aug 19): The Tantallon India Fund closed -4.58% in July. The fault lines between tweets have finally been exposed, with the renminbi breaking its RMB7:US$1 floor. The harsh economic costs of a protracted trade conflict, the unprecedented mass demonstrati