Take advantage of market volatility to increase exposure to Indian equities

Tantallon Fund
Tantallon Fund11/18/2021 05:55 PM GMT+08  • 6 min read
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.
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The Tantallon India Fund closed down 0.76% in October as markets largely ignored earnings for the quarter substantially exceeding expectations but focused instead on the risks posed to the real economy by elevated energy prices and the implications for inflationary expectations, monetary policy and the currency.

We would point to significant volatility across all risk markets as multiple central banks re-affirmed the status quo on interest rates and tapering with a nudge and a wink and given the significant spike in energy prices, continued supply chain disruption and under the pall of China’s regulatory crackdown exacerbated by its property sector on life-support.

Vaccination-led revival

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