The Nifty ended the week -0.24% (-0.18% in USD terms)
Index Performance
Saved by IT…
Top Winners and Losers
HCL Tech – the gift that keeps on giving?
ETFs
| GOLDBEES | +1.27% |
| BANKBEES | -0.22% |
| NIFTYBEES | -0.43% |
| INFRABEES | -1.13% |
| PSUBNKBEES | -2.32% |
| JUNIORBEES | -2.43% |
PSU Banks and Infrastructure are turning out to be the most hated sectors so far this year…
Advancers and Decliners
Investment Theme Performance
| Momentum 200 | +3.33% |
| IT 3rd Benchers | +2.92% |
| Consistent10* | +1.52% |
| Velocity* | +0.90% |
| Long Term Equity* | +0.84% |
| Growth with Moat | +0.27% |
| Efficient Growth | -0.12% |
| Balance-sheet Strength | -0.41% |
| ADAG Mania | -0.88% |
| Quality to Price | -1.30% |
| Market Elephants | -1.51% |
| Financial Strength Value | -2.28% |
| Magic Formula Investing | -2.49% |
| Market Fliers | -2.50% |
| Enterprise Yield | -2.65% |
High beta continues to get crushed – will the real Modi rally please stand up?
Sector Performance
Yield curve
Thought for the weekend
via Barry Ritholtz:
Analysts have been uniformly bearish on bonds and bearish on emerging market equities. To quote Rule No. 9 from Bob Farrell: “When all the experts and forecasts agree — something else is going to happen.”