HDFC Bank Limited Sponsored ADR Aktie News

Healthy credit quality and ample capital make large Indian lenders adequately prepared to transition to the expected credit loss-based provisioning framework due in a little over one year. The ECL methodology introduces forward-looking provisioning, unlike the current system that requires Indian banks to provide for loans only after they become nonperforming.

Barron's NewYear 2026 Roundtable highlights 74 select stocks, emphasizing high-yield 'dogcatcher' analysis for dividend-focused investors. Annaly Capital Management and Rogers Communications stand out as 'safer' dividend dogcatcher ideal candidates based on free cash flow coverage. Top ten Barron's Pro Picks offer projected average net gains of 22.45% by January 2027, with risk/volatility 26% b...

HDFC Bank Limited (HDB) Q3 2026 Earnings Call Transcript

I continue to rate HDFC Bank as a 'Hold,' following my assessment of its recently announced operational update and preview of the upcoming results. HDB's loans expanded at a slower pace than its key Indian banking peers in 3QFY26, according to its latest quarterly business update. But I anticipate that its 3rd quarter earnings will still grow at a similar high-single-digit to low-teens level, s...

Emerging markets climbed over 25% in 2025 while trading at deep discounts to U.S.

Not owning Alibaba Group Holding Ltd. )(China, Consumer Discretionary sector) accounted for about a quarter of the underperformance. Among the top individual absolute contributors were Taiwan Semiconductor, Tencent, Contemporary Amperex Technology, Sea Ltd., and Nu Holdings. Among the top individual absolute detractors were MercadoLibre, Dino Polska, Globant SA, HDFC Bank, and Bank Central Asia.

Though positive on an absolute basis, Diamond Hill International Strategy portfolio modestly trailed the benchmark during the quarter. From a sector perspective, health care and information technology contributed most to relative performance, while financials and industrials detracted on a relative basis. Geographically, international businesses that are classified as US stocks were the largest...

I maintain my "Hold" rating for HDFC Bank with its mixed Q2 results. The positives include better asset quality and non-interest income, and the realization of M&A synergies. But NIM contraction, weak loan growth, and an elevated loan-to-deposit ratio remain concerns for HDB.