HDB News and Press, HDFC Bank Limited From 03/23/23

2023-03-23 08:08:44 ET Summary Halvorsen's 13F portfolio value decreased from $21.66B to ~$19.98B this quarter. The number of positions decreased from 88 to 53. Viking Global increased Amazon and UnitedHealth while decreasing General Electric, Meta Platforms, and Boston Scientific...

2023-03-22 04:43:00 ET Summary The Emerging Markets Investment Team’s recent trip to India further reaffirmed our conviction in the investee companies of the VanEck Emerging Markets Equity Strategy that we believe are poised to benefit from the structural growth trends shaping ...

2023-03-17 07:40:23 ET Summary Lone Pine Capital’s 13F portfolio value decreased marginally from $10.61B to $10.48B this quarter. They added Advanced Micro Devices and Moderna while dropping Autodesk, PayPal Holdings, Meta Platforms, and EQT Corp. They also increased Micros...

Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron New Asia Fund gained 6.60% during the final quarter of 2022. We enter 2023 facing an elevated risk of ear...

Summary Motiwala Capital is an independent, fee-only Registered Investment Advisor based in Texas. We provide equity portfolio management services to individuals. We discuss portfolio performance, top 10 positions and new investments. Our portfolio exhibits diversification via Peter...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips The Indian markets have been in focus with the recent Hindenburg Research report on the Adani Group. The report alleges that the group has pulled off the “ largest con in corporate history .” The battle continues ...

Summary A weaker inflationary impulse combined with the rapid reversal of China’s Zero-Covid policy set up a favorable environment for the outperformance of emerging markets stocks. The great reset in growth company valuations bodes particularly well for global growth investors. ...

Summary ADRE’s portfolio has ADRs of large-cap companies from the financial sector in India and South Korea, ICT sector in India/Taiwan, and from technology focused consumer discretionary businesses in China. Core portfolio of ADRE had a satisfactory performance during the past t...

Summary HDB's share price initially dropped by -25% in the one month after it proposed a merger with HDFC Limited. HDFC Bank's trailing price-to-tangible book and consensus forward P/E multiples have also compressed significantly in the nine months following the initial merger announcem...

Summary Halvorsen's 13F portfolio value decreased marginally from $21.86B to $21.66B this quarter. The number of positions increased from 82 to 88. Viking Global increased Elevance Health, Visa, and McKesson while decreasing T-Mobile US, Parker Hannifin, and Fortive. They also dropped A...