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UNBELIEVABLE: Hdfc - The Untold Story

India’s Private-Sector Banks Sold Off on NIM Fears. Ignore the Panic and Buy the Dip in HDFC Stock Here.

HDFC Bank fell over 10% on Monday. Despite net interest margin pressure from its post-merger transition, normalized net income has grown at a 19% CAGR since 2022. Trading at a decade-low valuation, the dip looks buyable.

Barchart

Cause for concern? HDFC Bank is lagging ICICI Bank where it matters as investors count Rs 5 lakh crore loss

HDFC Bank's stock has declined significantly this year, losing considerable investor value. Analysts note a widening operating gap between HDFC Bank and ICICI Bank. Margins are under pressure for HDFC Bank, while loan growth lags peers. ICICI Bank shows stronger earnings, better margins, and faster credit growth. Investors await margin…

The Economic Times

HDFC Bank CEO reappointment delayed by board review, sources say

HDFC Bank has delayed recommending CEO Sashidhar Jagdishan's reappointment to the Reserve Bank of India (RBI) as its independent directors conduct an additional review, Reuters reported citing sources. The review is examining media reports alleging the bank offered preferential rates on certain large deposits, though sources said no wrongdoing has…

The Economic Times

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HDFC Life rejects Rs 50 lakh insurance claim over two existing policies: Widow wins after court finds the proposal form never asked about other insurers; full payout ordered

HDFC Life rejects Rs 50 lakh insurance claim over two existing policies: A Kurnool consumer commission has ordered HDFC Life Insurance to pay Rs 50 lakh to the widow of an ICU doctor who died of cardiac arrest while on night duty. The insurer had rejected the claim citing non-disclosure…

The Economic Times

HDFC Bank, Axis Bank, ICICI, Kotak shares rise up to 3% ahead of Q1 earnings; Nifty Bank gains 500 pts. What to expect?

Banking stocks rallied on Friday, lifting the Nifty Bank index over 500 points ahead of Q1FY27 earnings from HDFC Bank, ICICI Bank, Axis Bank, Kotak Mahindra Bank and Yes Bank. Brokerages expect steady loan growth and stable asset quality, though margin pressure may weigh on earnings during the quarter.

The Economic Times

HDFC Bank, SBI, other stocks jump up to 2%; Nifty Bank gains 560 points. What lies ahead?

Banking stocks rallied up to 2% on Wednesday, lifting the Nifty Bank index as investors positioned themselves ahead of a crucial round of Q1 earnings from major private lenders this weekend. Brokerages remain constructive on the sector, citing improving fundamentals, resilient loan growth and stable asset quality, while cautioning that…

The Economic Times

7,700 jobs down: India’s top private banks’ workforce reduce as tech wonder gets busy

India's largest private banks are reducing staff numbers. This shift reflects increased automation and artificial intelligence adoption. Technology now handles routine operations, freeing human resources for customer-facing roles. Banks like HDFC and Axis Bank are redeploying talent to advisory and sales functions. This trend signals changing skill requirements across the…

The Economic Times

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Q1 Showdown: Analysts pick top bets as ICICI Bank, HDFC, Axis, Kotak, Yes Bank gear up for results this week

Five major private banks will announce their Q1 results this Saturday. Analysts offer mixed views on which banking stocks investors should consider. ICICI Bank is favored for its strong performance and reasonable valuation. HDFC Bank is seen as a defensive choice, while Axis Bank shows momentum. Kotak Mahindra Bank and…

The Economic Times

HDFC Bank valuations attractive, banking sector ready for next growth phase: Sandip Sabharwal

Market expert Sandip Sabharwal sees private banks entering a robust phase driven by accelerating credit growth and easing margin pressures. He finds HDFC Bank's valuation attractive despite leadership uncertainties, while noting operational challenges from the merger are largely behind. Sabharwal also highlights opportunities in auto stocks post-correction and remains constructive…

The Economic Times

Financial changes from July 1, 2026: Check 6 key updates on ITR deadlines, Aadhaar, passport fees, SBI and HDFC Bank credit cards

Get ready for significant financial shifts starting July 1, 2026. Taxpayers face new ITR filing deadlines, while Aadhaar card holders can update their email for free. SBI and HDFC credit card users will see changes in reward points and lounge access eligibility. Passport fees are set to rise, and banks…

The Economic Times

HDFC Bank shares in focus as RBI approves 3-month extension for Keki Mistry as interim chairman

HDFC Bank's interim chairman, Keki Mistry, has received a three-month extension from the RBI until September 18, 2026, easing concerns about leadership. This development follows speculation about former RBI Deputy Governor Rajeshwar Rao being considered for the permanent role. Mistry took over after Atanu Chakraborty's abrupt resignation.

The Economic Times

HDFC Bank extends Keki Mistry's interim chairman tenure by three months

HDFC Bank announced a three-month extension for Keki Mistry as interim part-time chairman. The Reserve Bank of India approved this extension until September 18, 2026. This decision comes after the previous chairman's resignation. Mistry continues in his role, ensuring continuity at the bank.

The Economic Times

RBL Bank taps HDFC veteran Bhavin Lakhpatwala as CFO

RBL Bank has appointed Bhavin Lakhpatwala as its new Chief Financial Officer. Lakhpatwala joins from HDFC Bank, bringing over 25 years of finance experience. This appointment fills a vacant position and comes as Emirates NBD moves to acquire a controlling stake. The new CFO is expected to guide the bank…

The Economic Times

Will your gold investments be impacted as HDFC, ICICI and Tata mutual funds stop fresh high-value ETF investments?

Major mutual fund houses, including HDFC, ICICI Prudential, Nippon India and Tata Mutual Fund, have temporarily restricted large investments in gold ETFs amid surging demand, higher import duties and limited gold supply. Experts say retail investors and existing SIPs remain unaffected. The curbs mainly impact HNIs, while new investors are…

The Economic Times

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The Economic Times

Feroze Azeez sees better risk-reward in equities than gold despite global uncertainty

HDFC Mutual Fund's new investment limits on gold ETFs and funds are sparking debate on investor behavior and asset allocation. Expert Feroze Azeez suggests the move aims to curb investors buying gold after sharp rallies, highlighting a historical pattern of purchasing assets at peak valuations. He advocates for a shift…

The Economic Times

After courts, RBI, independent reviewers clear HDFC Bank; persistence of crisis narrative raises questions

HDFC Bank is facing a barrage of governance allegations and panic. However, court relief and regulatory reassurances indicate no material adverse findings. Separate developments have been combined to create a perception of failure. Key facts counter this narrative, suggesting a deliberate effort to damage the bank's reputation. The bank remains…

The Economic Times

Health insurance company denies claim over father’s alleged alcohol history; son fights back and wins Rs 6 lakh

A software engineer's father's health insurance claim was denied by HDFC ERGO due to an alleged alcohol history. The insurer repudiated the claim despite hospital clarifications. The District Consumer Disputes Redressal Commission has directed HDFC ERGO to pay Rs 6 lakh with interest and ordered the hospital to pay Rs…

The Economic Times

CBSE portal was hit by malicious attack; 50 children got into system: Sources

A malicious attack on the CBSE revaluation portal's payment system granted unauthorized access to around 50 students, causing abnormal fee displays. The issue, linked to the HDFC payment gateway, led to fee fluctuations from Rs 1 to nearly Rs 68,000. Experts are now examining the system to strengthen its security…

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The Economic Times

Tantrum of a problem child might cool India's economic engine

The IMD has retained its forecast for a below-normal monsoon in 2026, with El Nino expected to dominate the June-September season and rainfall likely at 90% of the long-term average. An HDFC report warns this could hurt farm output, raise food inflation and weaken rural consumption.

The Economic Times

Best medium duration mutual funds to invest in May 2026

Investment advisors are recommending medium duration funds for potentially better returns as interest rates are expected to fall. These funds are suitable for investors with a three to four-year horizon who are willing to accept some risk. Investors can explore schemes like SBI Medium Duration Fund and HDFC Medium Term…

The Economic Times

Best ways to find the right health insurance policy: A comparison of ICICI Lombard, HDFC Ergo, Care, Niva Bupa, Tata AIG policies

Choosing a health insurance policy involves more than just premium cost. This comparison of leading Indian insurers highlights key features like room rent limits, restoration benefits, and claim settlement ratios. Understanding these details is crucial for policyholders to manage out-of-pocket expenses during medical emergencies.

The Economic Times

HDFC Bank reduces lending rates on select tenures: Who will benefit?

HDFC Bank has adjusted its lending rates. Effective May 7, 2026, some loan tenures will see a reduction of up to 5 basis points. However, one tenure will experience a 5 basis point increase. These changes impact borrowers with loans linked to the MCLR regime. The bank's MCLR rates now…

The Times of India

10 things we learned from Kash Patel's email 'leaks'

Iran-linked hackers recently broke into FBI director Kash Patel's personal email inbox, revealing a plethora of previously unknown information about him. The hackers published photographs and documents related to the 46-year-old on the internet, said the bureau on Friday.

MarketBeat

Modi Momentum: Finding Stability in India’s Goldilocks Economy

India is entering a rare economic phase where high growth and low inflation are fueling a powerful rally in financial stocks and broader equities.

Newslaundry

Hafta letters: EY employee’s death, toxic work culture, journalism

Hello Abhinandan,I have been a big supporter of you and Newslaundry for the past two or three years. I especially love the collaboration with The News Minute and I am excitedly looking forward to the collaboration with East Mojo. I also have feedback. It may sting personally, but I hope…

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