The Nifty clocked in a respectable +1.97% (+2.12% in USD terms) this week.
| MINTs | |
|---|---|
| JCI(IDN) | -0.56% |
| INMEX(MEX) | -2.47% |
| NGSEINDX(NGA) | +3.30% |
| XU030(TUR) | -2.15% |
| BRICS | |
|---|---|
| IBOV(BRA) | -0.60% |
| SHCOMP(CHN) | -2.72% |
| NIFTY(IND) | +1.97% |
| INDEXCF(RUS) | -2.89% |
| TOP40(ZAF) | -0.42% |
Nifty Heatmap
Index Performance
IT and Autos led the pack…
Top winners and losers
Heavy industries did the heavy lifting. NTPC got smacked by the new power pricing scheme.
ETFs
| PSUBNKBEES | +2.72% |
| BANKBEES | +1.99% |
| NIFTYBEES | +1.79% |
| GOLDBEES | +0.22% |
| JUNIORBEES | -0.30% |
| INFRABEES | -1.50% |
Have banks found a bottom? Infrastructure continued to get pulverized.
Advancers and decliners
Brown shoots?
Investment Theme Performance
| Magic Formula Investing | +5.04% |
| Velocity* | +3.65% |
| Growth with Moat | +3.24% |
| Market Elephants | +2.68% |
| Consistent10* | +2.62% |
| Balance-sheet Strength | +2.37% |
| Enterprise Yield | +1.95% |
| Momentum 200 | +1.15% |
| Financial Strength Value | +0.65% |
| Quality to Price | +0.41% |
| Market Fliers | +0.35% |
| Long Term Equity* | +0.24% |
| ADAG Mania | +0.10% |
| IT 3rd Benchers | -0.06% |
| Efficient Growth | -1.68% |
Look at the performance roundup of all our Themes here.
Sector Performance
Yield curve
What the hell happened here?
Thought for the weekend
It’s time that we start describing the world as “fat” or “lean.” “Lean” societies approach consumption and production with scarcity in mind. And what makes an economy “fat”? Plenty is normal. Fat economies must stop assuming that poor countries should mimic them and instead embrace their models for social innovation and efficiency.