StockViz

The NIFTY ended up 3.08% for the week, bouncing back up from the ~2.5% loss last week. The energy index was up more than 6% on the back of gas price hike.

Index Performance

Top Winners and Losers (CNX 100)

ETFs

Advancers Decliners (CNX 100)

Yield Curve

Sector Performance

Gold retailers and miners got creamed.

Thought for the weekend

I take it for granted, that those eat now who never ate before; And those who always ate, now eat the more. – Thomas de Quincey, Confessions of an English Opium-Eater

Markets threw a taper tantrum that saw the NIFTY go down 2.42% last week. Banks were the hardest hit of the lot.

Index Performance

Top Winners and Losers (CNX 100)

ETFs

Advancers-Decliners (CNX 100)

There really isn’t much for bulls to get excited about here.

Yield Curve

Bond yields continue to rise.

Sector Performance

Here’s a more nuanced break out of what happened over the week across different sectors.

Thought for the weekend

Risks are a bad thing, so focusing on the the risks does not sell your product whereas risk management is a good thing so focusing on that might help you sell. You can’t actually do good risk management unless you focus on risks – but the angst that gives a good fund manager need not be seen by clients. A good salesman will hide that angst because – well – what sells is the illusion of certainty.

Source: The conflict between managing funds and selling funds