Touchstone Emerging Markets Growth Fund Q3 2025 Portfolio Review

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.

Seeking Alpha • Nov 25, 2025

Diamond Hill International Strategy Q3 2025 Performance Review

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 positive contributors to relative performance.

Seeking Alpha • Nov 17, 2025

HDB or CMWAY: Which Is the Better Value Stock Right Now?

Investors interested in Banks - Foreign stocks are likely familiar with HDFC Bank (HDB) and Commonwealth Bank of Australia Sponsored ADR (CMWAY). But which of these two companies is the best option for those looking for undervalued stocks?

Zacks Investment Research • Nov 10, 2025

HDFC Bank: The Good And The Bad From Latest Results

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.

Seeking Alpha • Oct 20, 2025

HDFC Bank's Q2 profit beats estimates as loan growth strengthens

HDFC Bank Ltd., India's largest private sector lender, reported a stronger-than-expected profit for the September quarter, supported by steady loan growth and improving asset quality, even as pressure on margins persisted.

Invezz • Oct 18, 2025

HDFC Bank Limited (HDB) Q2 2026 Earnings Call Transcript

HDFC Bank Limited (NYSE:HDB ) Q2 2026 Earnings Call October 18, 2025 8:30 AM EDT Company Participants Srinivasan Vaidyanathan - Chief Financial Officer Sashidhar Jagdishan - MD, CEO & Director Kaizad Bharucha - Deputy MD & Director Conference Call Participants Mahrukh Adajania - Nuvama Wealth Management Limited, Research Division Chintan Joshi Kunal Shah - Citigroup Inc., Research Division Anand Swaminathan - BofA Securities, Research Division Rikin Shah - IIFL Research Abhishek Murarka - HSBC Global Investment Research Jayant Kharote - Axis Capital Limited, Research Division Ravi Purohit - Securities Investment Management Pvt Ltd Presentation Operator Ladies and gentlemen, good day and welcome to HDFC Bank Limited Q2 FY '26 Earnings Conference Call. [Operator Instructions] Please note that this conference is being recorded.

Seeking Alpha • Oct 18, 2025

BSBR or HDB: Which Is the Better Value Stock Right Now?

Investors interested in stocks from the Banks - Foreign sector have probably already heard of Banco Santander-Brazil (BSBR) and HDFC Bank (HDB). But which of these two companies is the best option for those looking for undervalued stocks?

Zacks Investment Research • Oct 13, 2025

HSBC vs. HDB: Which Stock Is the Better Value Option?

Investors looking for stocks in the Banks - Foreign sector might want to consider either HSBC (HSBC) or HDFC Bank (HDB). But which of these two stocks offers value investors a better bang for their buck right now?

Zacks Investment Research • Sep 25, 2025

HSBC or HDB: Which Is the Better Value Stock Right Now?

Investors looking for stocks in the Banks - Foreign sector might want to consider either HSBC (HSBC) or HDFC Bank (HDB). But which of these two stocks offers value investors a better bang for their buck right now?

Zacks Investment Research • Sep 9, 2025

BAP vs. HDB: Which Stock Should Value Investors Buy Now?

Investors interested in Banks - Foreign stocks are likely familiar with Credicorp (BAP) and HDFC Bank (HDB). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • Aug 22, 2025