India's biggest buying opportunity since Covid. Quant Mutual Fund founder Sandeep Tandon believes fear around crude prices, rupee depreciation, and foreign institutional investor exits have created significant market opportunities in undervalued segments. With crude spot prices potentially peaking and the rupee approaching its lowest point, Tandon suggests the worst market conditions may be behind us. He emphasizes identifying under-researched market pockets while avoiding overcrowded consensus trades. The key insight is behavioral: when sensible investors capitulate, markets typically bottom out. While acknowledging India's recent underperformance and economic challenges, Tandon maintains that the inflection point has arrived, positioning 2026 as a critical year for strategic positioning in overlooked sectors before euphoric rallies take hold.
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