Tantallon Asia Impact Fund Report, June 2024
The Tantallon Asia Impact Fund closed up +5.67% in June, with the fund’s exposure to Japan, India, and tech delivering on performance, even as the China ‘hope’ trade started to roll over, with the yen remaining under pressure, and investors seemingly oblivious to debate ‘shocks’, and ‘shock’ outcomes at the polls in India, Iran, France, and the UK, and the continued fracture points in Crimea, the South China Sea, and Gaza.