India to Win Amid Global Market Bleed: Quant MF's Sandeep Tandon Explains Why

• Sandeep Tandon believes India is uniquely positioned to turn global stress into an opportunity.
• He notes 'selling exhaustion' is behind us, with a visible shift in market sentiment and constructive data points.
• Tandon expects capital flows to increasingly favor India if regional markets like Korea, Taiwan, and China see deeper damage.
• Quant MF has made a decisive portfolio shift towards private sector banks and increased exposure to insurance and AMCs.
• While cautious on global tech, Tandon sees potential in Indian IT services firms if global tech markets correct further.