Weekly Recap: The World Is A Hyperlink

world equity markets 2014-06-27.2014-07-04

Equities

The Nifty turned out to be the best performing market this week, turning in +3.23% (+3.75% in USD.)

Major
DAX(DEU) +1.98%
CAC(FRA) +0.72%
UKX(GBR) +1.60%
NKY(JPN) +2.27%
SPX(USA) +1.52%
MINTs
JCI(IDN) +1.25%
INMEX(MEX) +2.05%
NGSEINDX(NGA) +2.00%
XU030(TUR) -1.44%
BRICS
IBOV(BRA) +1.80%
SHCOMP(CHN) +1.12%
NIFTY(IND) +3.23%
INDEXCF(RUS) +0.84%
TOP40(ZAF) +3.13%

Commodities

Energy
Brent Crude Oil -2.34%
Ethanol +5.57%
Heating Oil -2.73%
Natural Gas -0.75%
RBOB Gasoline -2.71%
WTI Crude Oil -1.78%
Metals
Copper +3.49%
Gold 100oz +0.17%
Palladium +2.65%
Platinum +1.53%
Silver 5000oz +0.47%

Currencies

USDEUR:+0.37% USDJPY:+0.67%

MINTs
USDIDR(IDN) -1.02%
USDMXN(MEX) -0.12%
USDNGN(NGA) -0.31%
USDTRY(TUR) +0.40%
BRICS
USDBRL(BRA) +0.55%
USDCNY(CHN) -0.21%
USDINR(IND) -0.58%
USDRUB(RUS) +2.21%
USDZAR(ZAF) +1.42%
Agricultural
Cattle +1.90%
Cocoa -1.81%
Coffee (Arabica) +1.24%
Coffee (Robusta) +2.27%
Corn -5.39%
Cotton -4.97%
Feeder Cattle +1.72%
Lean Hogs +0.50%
Lumber -0.30%
Orange Juice +1.36%
Soybean Meal -4.91%
Soybeans -3.50%
Sugar #11 +4.82%
Wheat -2.78%
White Sugar -2.94%

Nifty Heatmap

CNX NIFTY.2014-06-27.2014-07-04

Index Returns

indexperformance.2014-06-27.2014-07-04

Top winners and losers

EXIDEIND +11.25%
ADANIENT +13.99%
ADANIPORTS +19.08%
JPASSOCIAT -2.54%
TATAGLOBAL -1.90%
FEDERALBNK -1.60%
The Adani’s are crushing it right now. Go Modi!

ETFs

JUNIORBEES +5.68%
NIFTYBEES +3.52%
INFRABEES +2.45%
PSUBNKBEES +2.31%
BANKBEES +0.14%
GOLDBEES -0.79%
Yellow metal turned red…

Investment Theme Performance

IT went out of favor again. Otherwise, pretty much all other investment strategies performed well.

Sector Performance

sector performance.2014-06-27.2014-07-04

Yield curve

Yields continued to compress…

yield Curve.2014-06-27.2014-07-04

Advance Decline

advance.decline.line2.2014-06-27.2014-07-04

Nifty OI

A lot has been said about 8000 calls, but look at the action in 8200 and 8400 calls!

nifty.puts.calls.JUL.2014-06-27.2014-07-04

Thought for the weekend

Take a picture of this. Take a picture of that. Point the phone at this. Let the phone listen to that. The technology exists to capture anything and turn it into more. More information. A transaction. A conversation.
 
Say it. Take a photo of it. Type it. Scan it. Whatever. Now, it’s not just websites that give hyperlinks. Everything in the physical world is now a hyperlink too.

Source: The World Is A Hyperlink