Be Tolerant Towards Volatility In the Short Run

As the NDA gears up for a second innings, speculations about market performance are at its heights. While seasoned players are optimistic about equities, some continue to harbour slight doubts. A Balasubramanian, MD and CEO, Aditya Birla Sun Life AMC, in a conversation with Yagnesh Kansara advises investors about dealing with asset allocations.   NDA 2.0 is a reality. The current macro-economic and geo-political situation is challenging compared to NDA 1. In this scenario, do you think the strength of the new regime will be put to test? A: While the mandate provides an opportunity to push through tough decisions to drive the economy to its next level, the recent slowdown in automobiles, consumption growth in the rural economy, issues such as NBFC and HFC, would demand substantial attention immediately. At the same time, the main priority of the new government would be to make GST a...