Bernstein reshuffles India model portfolio: Adani Ports, Eternal, Paytm in, DMart out; sets Nifty 50 target at 26,000
Bernstein has updated its India model portfolio, adding Adani Ports, Eternal, and Paytm, while removing DMart. This reflects the brokerage's view on India's economy, emphasizing how government support and distortions create both opportunities and risks for investors.
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