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.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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