Amid geopolitical tensions and volatile markets, Anand Radhakrishnan, Managing Director of Sundaram Asset Management Company , recommends investors stay disciplined, gradually increase equity exposure, rebalance portfolios periodically, and avoid emotional decisions while maintaining diversification across asset classes and geographies. Edited excerpts on a chat with Anand Radhakrishnan on strategy, investment themes, and asset allocation amid volatile markets.
How are you viewing the current market setup amid global uncertainty and geopolitical tensions?