Divam Sharma: Geopolitical Risks Persist, But India's Domestic Growth Remains Resilient

• Divam Sharma of Green Portfolio PMS highlights geopolitical developments and commodity price volatility as key market risks.
• Despite risks, underlying domestic growth momentum is not overshadowed, making it a good phase for selective equity exposure.
• India-US interim trade agreement is a positive, reinforcing India's position as a preferred investment destination.
• Focus on companies translating policy tailwinds into sustained earnings growth, not short-term thematic trades.
• Medium-term outlook for Indian equities remains positive, with Q4 earnings expected to show further improvement.