Sohum Asset CIO Backs HDFC Bank, Calls Concerns Temporary, Sees Valuation Opportunity

• Sohum Asset Managers’ CIO Sanjay Parekh attributes investor caution to uncertainty despite regulatory reassurance and management clarity.
• Parekh emphasizes HDFC Bank's strong long-term fundamentals, stable growth outlook, and improving merger-related metrics.
• He anticipates sentiment will normalize soon, with institutional investors expected to maintain their positions.
• Sanjay Parekh holds a positive stance on HDFC Bank, continuing to hold and add to the stock at current valuation levels.