‘Stick to winners’ strategy guides Bernstein’s 2025 top stock picks, including Airtel & Zomato

Bernstein favors top large-cap stocks like Infosys and TCS, while adding growth-focused midcaps such as Persistent and upgrading Coforge to its preferred list. In the internet sector, it predicts quick commerce will outperform other channels, with Zomato positioned as the primary beneficiary of this growth trend.