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MONTHLY COMMENTARY

Access our India market commentary

Every month, we send our investors a note on what's moving markets in India and 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

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, 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 market, including rates, flows, and geopolitics, and their implications for India 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.

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