The Nifty ended the month a whopping +5.28% (+3.42% in USD terms)
Equities
| MINTs | |
|---|---|
| JCI(IDN) | -0.54% |
| INMEX(MEX) | +2.20% |
| NGSEINDX(NGA) | +2.43% |
| XU030(TUR) | -1.07% |
| BRICS | |
|---|---|
| IBOV(BRA) | +3.32% |
| SHCOMP(CHN) | +0.28% |
| NIFTY(IND) | +5.55% |
| INDEXCF(RUS) | +2.85% |
| TOP40(ZAF) | +2.98% |
Commodities
| Energy | |
|---|---|
| Brent Crude Oil | +2.92% |
| Ethanol | -10.38% |
| Heating Oil | +3.42% |
| Natural Gas | -2.66% |
| RBOB Gasoline | +1.63% |
| WTI Crude Oil | +2.98% |
| Metals | |
|---|---|
| Copper | +1.59% |
| Gold 100oz | +6.58% |
| Palladium | +1.06% |
| Platinum | +2.49% |
| Silver 5000oz | +12.83% |
Currencies
| MINTs | |
|---|---|
| USDIDR(IDN) | +1.21% |
| USDMXN(MEX) | +0.95% |
| USDNGN(NGA) | -0.18% |
| USDTRY(TUR) | +1.16% |
| BRICS | |
|---|---|
| USDBRL(BRA) | -1.31% |
| USDCNY(CHN) | -0.71% |
| USDINR(IND) | +1.79% |
| USDRUB(RUS) | -2.62% |
| USDZAR(ZAF) | +0.49% |
| Agricultural | |
|---|---|
| Cattle | +11.07% |
| Cocoa | +1.54% |
| Coffee (Arabica) | -2.68% |
| Coffee (Robusta) | +6.90% |
| Corn | -9.97% |
| Cotton | -7.64% |
| Feeder Cattle | +9.12% |
| Lean Hogs | +16.89% |
| Lumber | +8.05% |
| Orange Juice | -11.85% |
| Soybean Meal | -8.93% |
| Soybeans | -6.41% |
| Sugar #11 | -4.26% |
| Wheat | -10.15% |
| White Sugar | +0.40% |
Nifty Heatmap
Index performance
Top winners and losers
| GAIL | +22.56% |
| RELCAPITAL | +24.02% |
| BHARATFORG | +24.79% |
| MCDOWELL-N | -14.98% |
| UBL | -7.46% |
| M&M | -7.15% |
A pretty board-based rally…
ETFs
| BANKBEES | +9.16% |
| JUNIORBEES | +6.06% |
| NIFTYBEES | +5.65% |
| PSUBNKBEES | +5.25% |
| INFRABEES | +4.93% |
| GOLDBEES | +4.60% |
No ETF left behind!
Investment Theme Performance
| ADAG Mania | +15.00% |
| Balance-sheet Strength | +13.53% |
| Momentum 200 | +13.14% |
| Magic Formula Investing | +12.77% |
| Long Term Equity* | +11.97% |
| Financial Strength Value | +11.89% |
| Consistent10* | +11.45% |
| Market Elephants | +11.13% |
| Quality to Price | +9.11% |
| Enterprise Yield | +8.59% |
| Efficient Growth | +7.69% |
| Growth with Moat | +6.70% |
| Market Fliers | +6.16% |
| IT 3rd Benchers | +5.38% |
All strategies ended in the green this month.
Sector Performance
Yield Curve
Interbank lending rates
Thought to Sum up the Month
“Knowledge and productivity are like compound interest.” Given two people of approximately the same ability and one person who works ten percent more than the other, the latter will more than twice outproduce the former. The more you know, the more you learn; the more you learn, the more you can do; the more you can do, the more the opportunity – it is very much like compound interest.