Expert view, Oct. 17 -- Divam Sharma, co-founder and fund manager at Green Portfolio PMS, believes the equity benchmark Nifty 50 may not remain below the 26,000-mark for a prolonged period, as there are significant tailwinds for equities. In an interview with Mint, Sharma shared his views on the Q2 results as well as the steep rise in gold this year. Here are edited excerpts of the interview:

Markets are currently split between strong domestic momentum and global uncertainty. In times like these, diversification becomes essential; having some exposure to commodities can help balance the risks.

Manufacturing that is driven mostly by domestic demand looks relatively better placed, as it's less affected by global politics and the ongoing s...