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SUMEET NAGAR
Rain lashes parts of Tamil Nadu, sanitation worker electrocuted in ChennaiHeavy rains lashed Chennai and several Tamil Nadu districts, leading to tragic incidents. A sanitation worker, Varalakshmi, died due to ele...
IOCL to provide fueling services at Noida International AirportIndian Oil Corporation (IOCL) will provide fuel services at Noida International Airport (NIA) in Jewar, Uttar Pradesh, under a 30-year conc...
Go Digit to be a great compounding story for next 10-15 years : Sumeet NagarWe also try to engage with the companies and try to help them along the way in terms of building up their governance standards, the board s...
Time to be a bit on the back foot and evaluate every stock on its merit: Sumeet NagarThe PSUs have clearly outperformed over the last couple of years, but it is after almost a decade of underperforming. So, as a result, they...
Buy Safari Industries (India), target price Rs 2457: Prabhudas LilladherSafari Industries (India) Ltd., incorporated in the year 1980, is a Small Cap company (having a market cap of Rs 4395.35 Crore) operating i...
Time to sow or time to reap? Malabar’s Sumeet Nagar explains“We have started to sow a little bit. I think towards the end of last year, there was a time to reap. We saw two very strong years of perfo...
Genesys International raises Rs 250 crore in equity investmentSajid Malik Chairman and MD, Genesys International said, “This investment will be a key catalyst post the new Indian geospatial policy whic...
Should you bet on mean reversion stories? This is what Malabar’s Sumeet Nagar has to sayWe are more than halfway through the bull market, says the MD of Malabar Investment.
Focussed on companies that could benefit from disruption: Sumeet Nagar‘Going forward, it is going to be more of a rally or response based on fundamentals and we look forward to it as stock pickers.’
Markets will hold on to gains if earnings recovery is steady: Sumeet Nagar‘Liquidity be global central banks is yet to find its way to emerging markets’
This Mumbai-based value investor swears by moat, says selling is a tough callHis investment management fund was rated Best Single Country Fund by Asia Hedge in 2014.
Don’t let go of great companies just because valuation is too high: Sumeet Nagar, Malabar Investments“Commodities and cyclicals are a no, no because they are associated with too much uncertainty.”
As bottom-up investors, we look for best players in each field: Sumeet Nagar, Malabar Investments“In last 2 quarters, with pressure on small and midcaps, we found opportunities to invest more.”
Sumeet Nagar on the stock that could become a multibagger"Propensity of people to spend money and consume things never change; what changes is how much they buy and what they buy"
Betting on three themes to invest in the long run: Sumeet Nagar, Malabar InvestmentsEither the markets have to get aligned with the earnings so that they get time corrected or they get pulled down or the earnings have to mo...
Three compounders to look for before investing: Sumeet Nagar, Malabar InvestmentsWe are happy to own Eicher for next five years. If the valuation really goes down, we will look at trimming or exiting but not as of now, s...
IT & pharma have great opportunities for long term investors: Sumeet Nagar, Malabar Investments"I think RBL is very sub scale bank today but if you look at the size of the opportunity, this business can continue to grow for many years...
Opacity in disclosure spooking Chinese market; good time to search for long-term bets: Sumeet NagarWhen you do not have enough visibility and there is a lot of opaque nature of what get disclosed, it creates further uncertainty, says Naga...
Great opportunities in market for long-term investors: Sumeet Nagar, Malabar Investments"When it comes to global factors, the worst can always happen and the markets can take a beating as a consequence."
- PIL seeking closure of hazardous industries
The Delhi High Court has sought response from the Centre, city government and MCD on a PIL seeking a direction to close illegal and polluti...