Tantallon Fund

This is one of those inflexion points on market sentiment and direction which we are going to look back on with some chagrin.

Putin’s invasion of Ukraine has altered the market’s near-term risk/reward dynamics.

The team at Tantallon Fund says it expects markets to remain volatile over the next few months.

Specific to India, we remain constructive on the broad economic revival as vaccination rates continue to improve.

Pricing trends and management commentary affirm rising inflationary expectations — not just “transitory” supply-side bottlenecks.

The stock highlighted by Tantallon Fund this month is JB Chemicals and Pharmaceuticals (JBCP).

The budget presented on Feb 1 marks a reset for both the market, as well as for growth expectations.

The Tantallon India Fund closed 11.29% higher in Nov with markets hopeful over the prospects of “successful” vaccine intervention.

HONG KONG/TOKYO/SINGAPORE (Dec 21): One man’s junk is another man’s treasure. That’s a credo that’s helped some of Asia’s top hedge funds this year as peers stumbled, with BFAM Partners, LIM Advisors and Serica Partners Asia surging in 2016