War and inflation down Indian stocks

Tantallon Capital
Tantallon Capital5/19/2022 10:02 PM GMT+08  • 8 min read
War and inflation down Indian stocks
A soldier climbs down from a Schilka air defence weapon system, manufactured by Bharat Electronics, on display during the Aero India air show in 2015 (Photo: Bloomberg)
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The Tantallon India Fund closed 3.99% lower in April, marked by significant intra-month vol­atility with two disappointing earnings releases as higher costs eroded margins and continued redemption-driven selling by foreign institutional investors. We are glad that this one is in the books.

First, some top-down layering on the markets and the risks as we see them:

The US Fed’s pivot to tighter mon­etary policy given persistent infla­tion has been reflected in violent price action over the last few weeks in global Treasury markets and US mortgage rates.

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