Buy the dip? Check out Bernstein’s 11 ideas for 2025

What’s hot and what’s not in the current market? If you are looking at stocks that you could consider, Bernstein, a global brokerage firm, updated its 2025 model portfolio for India? There are 5 new additions and 4 exclusions. As per the new updated list, Bernstein has added Adani Ports and Bharti Airtel while Reliance Industries and Zomato are in the list of stocks excluded. Let’s take a look at Bernstein’s latest picks and know the curated list of 11 stocks.

5 New Additions to Bernstein’s Portfolio

Here is a look at the top stocks that Bernstein added in its portfolio

IndusInd Bank

IndusInd Bank, a stock that had been struggling recently, is now part of Bernstein’s portfolio, as per the latest update. Despite being one of the worst performers on the Nifty in 2024, Bernstein sees an opportunity here due to its recovery potential.

The shares of the company today were trading at Rs 960 per share at 1:05 PM IST, up by 1.94%. Over the past 6 months, the stock has declined by 33.50%, and in the past year, it has fallen by 43.13%.

Coforge

Coforge, a midcap IT company, has been upgraded to Bernstein’s list. With its footing in the BFSI (Banking, Financial Services, and Insurance) sector and recent acquisition of Cignity, Coforge stands out as a growth stock and has been included in the latest update list by the firm.

Also Read: Why are Tech stocks down today? 3 reasons keeping investors away…

The company’s shares have reported a surge of 45.48% over the past 6 months, and in the past year, the return has increased to 30%, as of the current date.

Bharti Airtel

One of India’s leading players, Bharti Airtel, has been reintroduced into Bernstein’s portfolio. After over a 10% drop from its 52 week high peak to the current trading today at Rs 1,603.20, the stock now looks more appealing to investors.

Adani Ports

Following a significant correction in its stock price, Adani Ports has been added back to Bernstein’s portfolio. Shares of the company are down by 30% from their peak. As per the firm indication, the stock has a long-term growth potential. The company’s stock is currently trading at Rs 122.80 per share, up 5.28% intra-day.

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Infosys may see muted earnings amid seasonal challenges

Infosys is likely to report muted earnings in the quarter ended December due to seasonal challenges. While revenue growth is expected to remain modest on a sequential basis, net profit is likely to see a slight increase. Analysts also anticipate a potential upward revision in the company’s revenue guidance for fiscal 2025. According to average

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