Welcome!
Indian economy
Funds
Fund performance outpaces market despite lockdown, China-India border clash
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”.
July 17, 2020
Funds
Valuations compelling but earnings visibility extremely limited for lndian listcos
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.
May 15, 2020