India Shines: Quant MF Highlights Steady Growth Amid Global Volatility

• India remains a global outlier with steady consumption, investment growth, and fiscal prudence, says Sandeep Tandon of Quant Mutual Fund.
• The 2026 Union Budget reinforces fiscal consolidation, with the FY26 fiscal deficit below earlier estimates, unwinding Covid-era surges.
• Globally, US labor market cools, and the dollar weakens, while US monetary policy faces uncertainty despite new Fed Chair Kevin Warsh.
• India's growth outlook is resilient, expected to become the world's fourth-largest economy, driven by private consumption and investment.
• Quant MF maintains a large-cap tilt, increased equity exposure, and remains constructive on infrastructure, financials, and consumption themes.