HDB News and Press, HDFC Bank Limited From 01/07/22

The shares of India’s largest private-sector bank, HDFC Bank (HDB), have lost momentum over the past year due to increasing investor concerns surrounding the bank’s growing non-performing assets. However, with stable profit margins and strengthening credit card offerings, will H...

HDFC has underperformed relative to peers largely as a result of the RBI ban. Fundamentally the bank is sound and although it lags in terms of net revenue growth, HDFC’s pristine asset quality levels and profitability are largely unaffected. Underperformance could offer an ...

In this research piece, we discuss the possible pathway to India’s environmental goals, as well as select investment opportunities that reflect ongoing progress across the ESG landscape. India fares well in disclosures with 97% of MSCI India constituents publishing sustainabili...

Fisher’s 13F portfolio value increased from ~$159B to ~$161B in Q3 2021. Advanced Micro Devices, Facebook, and Lam Research were increased while reducing Visa this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. ...

HDFC Bank Limited (HDB) Q2 2022 Earnings Conference Call October 16, 2021 07:30 AM ET Company Participants Srinivasan Vaidyanathan - Chief Financial Officer Arvind Kapil - Group Head of Retail Assets & SLI Rahul Shukla - Group Head of Commercial Banking & Rural Business Jimmy Tata - C...

American Express (AXP +1.8%) launches a new Business Platinum Card that delivers new benefits in top business spending categories, B2B rewards, and enhanced premium travel and dining benefits. The new AmEx card highlights the competition among credit card issuers to bring in new customer...

HDFC Bank's recent quarterly financial results indicate that its loan growth has slowed and asset quality has deteriorated, which are the market's key concerns about the company. On the flip side, HDFC Bank's growth runway appears to be long considering the opportunities with rural ma...

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Total return for Harding Loevner International Equity Fund net of fees was 5.43% vs. MSCI All Country World ex-US ...

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affiliated Managers Group. The Glob...

Fisher’s 13F portfolio value increased from ~$142B to ~$159B in Q2 2021. The Vanguard Intermediate-Term Corporate Bond ETF stake was increased substantially this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. F...