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Tantallon India Fund
Funds
Fundamentals of Indian economy intact; use volatility to increase market exposure
The stock Tantallon is highlighting this month is Sun Pharmaceuticals, a pioneer Indian generics manufacturer.
May 19, 2023
Funds
Revving up selective investment opportunities in India
The stock the fund would like to highlight this month is Eicher Motors.
March 18, 2023
Funds
Markets remain extremely volatile, challenging
Tantallon Capital says it expects markets to remain extremely volatile; the current investment environment is challenging, it says
October 21, 2022
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
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
War and inflation down Indian stocks
Indian stocks have been hit by the war in Ukraine, as well as higher inflation. Find out why.
May 19, 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
Funds
Indian equities outperformed in 2021 despite volatility. Will it carry on?
See some of the thoughts the Tantallon India Fund has to share on the global markets.
January 20, 2022
Investing strategies
Tapering talk, higher energy prices take its toll on Indian market
The Tantallon India Fund closed 0.71% lower in September amid significant global market volatility.
October 14, 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