--- title: Tantallon Asia Market Commentary Sign-up description: Get Tantallon Capital’s monthly insights on Asian markets, including macro trends, investment ideas, market developments, and portfolio positioning. image: https://landing.tantalloncapital.com/hubfs/Landing%20Page%20graphics/Landing%20Page%20Featured%20Image/Asia%20Market%20Commentary.png --- [Skip to content](https://landing.tantalloncapital.com/tantallon-asia-market-commentary-sign-up#main-content) [![Tantallon Capital Logo](https://landing.tantalloncapital.com/hs-fs/hubfs/logotantalloncapital-400x200.jpg?width=400&height=200&name=logotantalloncapital-400x200.jpg)Homepage](https://tantalloncapital.com/) - [Asia Fund](https://tantalloncapital.com/fundasiaimpact.html) - [India Fund](https://tantalloncapital.com/fundindia.html) - [Insights](https://tantalloncapital.com/articles/) - [Team](https://tantalloncapital.com/ourpeople.html) [Contact](https://tantalloncapital.com/index.html#services2-4r) - [Asia Fund](https://tantalloncapital.com/fundasiaimpact.html) - [India Fund](https://tantalloncapital.com/fundindia.html) - [Insights](https://tantalloncapital.com/articles/) - [Team](https://tantalloncapital.com/ourpeople.html) [Contact](https://tantalloncapital.com/index.html#services2-4r) ##### MONTHLY COMMENTARY # Access our Asia market commentary ##### Every month, we send our investors a note on what's moving markets across Asia, what it means for the rest of the world, the ideas we're most focused on, and how we're positioned. ###### BEHIND THE COMMENTARY ![Prem M](https://landing.tantalloncapital.com/hs-fs/hubfs/Landing%20Page%20graphics/Prem%20M.png?width=150&height=150&name=Prem%20M.png "Prem M") ## Prem Manjooran, CIO ###### *35 years investing in Asia* Prem Manjooran is Principal at Tantallon Capital Advisors, where he is the Chief Investment Officer of the Tantallon India Fund and the Tantallon Asia Impact Fund. Prem has spent 35 years investing across Asia through a full range of economic and market cycles. That depth of experience shapes his approach: a seasoned macro view on monetary policy, capital flows, and geopolitics as it pertains to Asia, a disciplined thematic investment approach identifying opportunity and risk, and a deeply calibrated micro, company-by-company perspective built over decades of fundamental investment research and analysis. Over his career, Prem has built a deep network of relationships across corporate Asia, engaging directly with entrepreneurs and management leadership teams on strategy, capital allocation, and governance. That access and depth of engagement underpins his conviction in Asia's structural growth story: the view that true innovation, industrialization, and financial inclusion are most durable when paired with disciplined capital allocation and accountability to all stakeholders. Prior to joining Tantallon Capital, Prem spent 22 years at The Capital Group Companies as an equity analyst and specialist investor covering Asia, moving between market-generalist and industry-specialist roles over the course of his tenure there. He grew up in Mumbai and Calcutta and has spent most of his career living and working across the region he covers. ###### IN EVERY ISSUE ## What you'll find. ### The regional read What's moving markets across Asia each month, market by market, and what it could mean for the rest of the world. ### Thoughts on the headlines Our perspective on the macro and policy stories shaping the region, including central banks, currencies, capital flows, trade, and geopolitics, and their implications for Asian markets and beyond. ### Themes we're watching Structural trends and business models we're studying closely, and where our thinking differs from the consensus. ### How we're thinking about the market The broader views that inform our approach. ### Get Next Month's Commentary [![Tantallon Capital](https://landing.tantalloncapital.com/hs-fs/hubfs/logotantalloncapital-400x200.jpg?width=190&height=95&name=logotantalloncapital-400x200.jpg "Tantallon Capital")](https://www.tantalloncapital.com/) ##### Tantallon Capital ###### [➤ Asia Fund](https://tantalloncapital.com/fundasiaimpact.html) ###### [➤ India Fund](https://tantalloncapital.com/fundindia.html) ###### [➤ Insights](https://tantalloncapital.com/articles/) ###### [➤ Team](https://tantalloncapital.com/ourpeople.html) ##### Contact Us 137 Telok Ayer Street, #03-05 Singapore 068602 contact@tantalloncapital.com +65 6327 3920 --- **DISCLOSURES.** This content is provided for general informational and educational purposes only. It does not constitute, and should not be construed as, investment, legal, tax, or accounting advice, or a recommendation to buy or sell any security. Nothing herein constitutes an offer to sell, or a solicitation of an offer to purchase, any security or fund interest. Any such offer or solicitation, if made, would be made only pursuant to definitive offering documents, which contain material information (including risk factors) not included herein. The views and opinions expressed herein are those of the author as of the date of publication, are based on information believed to be reliable, but which has not necessarily been independently verified, are subject to change without notice, and should not be relied upon as a prediction of future market events or as investment advice. Certain information has been obtained from third-party sources believed to be reliable; no representation or warranty is made as to its accuracy or completeness. Past market performance and historical trends referenced herein are not indicative of future results. Investing in Asian and Indian equity markets involves risks not typically associated with more developed markets, including political, economic, currency, liquidity, and regulatory risks. The author may be professionally engaged in managing investment funds focused on the themes discussed herein. Such engagement does not make this content an offer or solicitation with respect to any fund, and no fund performance is presented in this content. This content is not directed at and is not intended for distribution to or use by any person in any jurisdiction where such distribution or use would be contrary to local law or regulation. This material is intended solely for professional, institutional and/or accredited investors, as applicable, and is not intended for retail investors. Investors should seek independent professional advice before making any investment decision. 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