India at Inflection Point in 2026 Amid Global Slowdown: Quant Mutual Fund

• Quant Mutual Fund sees India at a market inflection point in 2026, standing out amid global slowdown concerns and policy shifts.
• Global markets are adjusting to new policy regimes; 2025 saw precious metals surge (Gold +64%, Silver +149%) as central banks lost control narrative.
• US faces macro strain with persistent CPI and scaled-back easing expectations, while Japan shifted from ultra-accommodative policy with a rate hike.
• India's economy grew 8.2% in Q2 FY26, with RBI's guidance on prolonged low interest rates signaling a "catalysing regime change" for markets.
• Quant remains constructive on equities, expecting improved corporate earnings and a rupee reversal, favoring large caps and sectors like infrastructure, banking, and pharma.

Why It Matters: India is poised for a significant market shift in 2026, defying global slowdowns with strong growth and policy support.