{"id":1930131,"date":"2014-03-01T11:55:38","date_gmt":"2014-03-01T06:25:38","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=1930131"},"modified":"2014-03-01T11:55:38","modified_gmt":"2014-03-01T06:25:38","slug":"weekly-recap-lean-vs-fat-worlds","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2014\/03\/01\/weekly-recap-lean-vs-fat-worlds\/","title":{"rendered":"Weekly Recap: Lean vs. Fat Worlds"},"content":{"rendered":"<p><a href=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/world.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1930201\" alt=\"world equity markets weekly map\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/world.png\" width=\"1024\" height=\"768\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/world.png 1024w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/world-300x225.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/world-400x300.png 400w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/p>\n<p>The Nifty clocked in a respectable <strong>+1.97%<\/strong> (<strong>+2.12%<\/strong> in USD terms) this week.<\/p>\n<div class=\"row-fluid\">\n<div class=\"span4\">\n<table class=\"table table-bordered table-condensed\">\n<thead>\n<tr>\n<th>Major<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"http:\/\/www.bloomberg.com\/quote\/DAX:IND\" target=\"_blank\">DAX(DEU)<\/a><\/td>\n<td><span style=\"color: green\">+0.36%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/www.bloomberg.com\/quote\/CAC:IND\" target=\"_blank\">CAC(FRA)<\/a><\/td>\n<td><span style=\"color: green\">+0.62%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/www.bloomberg.com\/quote\/UKX:IND\" target=\"_blank\">UKX(GBR)<\/a><\/td>\n<td><span style=\"color: red\">-0.41%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/www.bloomberg.com\/quote\/NKY:IND\" target=\"_blank\">NKY(JPN)<\/a><\/td>\n<td><span style=\"color: red\">-0.17%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/www.bloomberg.com\/quote\/SPX:IND\" target=\"_blank\">SPX(USA)<\/a><\/td>\n<td><span style=\"color: green\">+0.84%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div class=\"span4\">\n<table class=\"table table-bordered table-condensed\">\n<thead>\n<tr>\n<th>MINTs<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"http:\/\/www.bloomberg.com\/quote\/JCI:IND\" target=\"_blank\">JCI(IDN)<\/a><\/td>\n<td><span style=\"color: red\">-0.56%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/www.bloomberg.com\/quote\/INMEX:IND\" target=\"_blank\">INMEX(MEX)<\/a><\/td>\n<td><span style=\"color: red\">-2.47%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/www.bloomberg.com\/quote\/NGSEINDX:IND\" target=\"_blank\">NGSEINDX(NGA)<\/a><\/td>\n<td><span style=\"color: green\">+3.30%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/www.bloomberg.com\/quote\/XU030:IND\" target=\"_blank\">XU030(TUR)<\/a><\/td>\n<td><span style=\"color: red\">-2.15%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div class=\"span4\">\n<table class=\"table table-bordered table-condensed\">\n<thead>\n<tr>\n<th>BRICS<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"http:\/\/www.bloomberg.com\/quote\/IBOV:IND\" target=\"_blank\">IBOV(BRA)<\/a><\/td>\n<td><span style=\"color: red\">-0.60%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/www.bloomberg.com\/quote\/SHCOMP:IND\" target=\"_blank\">SHCOMP(CHN)<\/a><\/td>\n<td><span style=\"color: red\">-2.72%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/www.bloomberg.com\/quote\/NIFTY:IND\" target=\"_blank\">NIFTY(IND)<\/a><\/td>\n<td><span style=\"color: green\">+1.97%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/www.bloomberg.com\/quote\/INDEXCF:IND\" target=\"_blank\">INDEXCF(RUS)<\/a><\/td>\n<td><span style=\"color: red\">-2.89%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/www.bloomberg.com\/quote\/TOP40:IND\" target=\"_blank\">TOP40(ZAF)<\/a><\/td>\n<td><span style=\"color: red\">-0.42%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<h3>Nifty Heatmap<\/h3>\n<p><a href=\"http:\/\/stockviz.biz\/Indices.aspx?TICKER=NIFTY\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1930151\" alt=\"nifty weekly performance heatmap\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/NIFTY.2014-02-21.2014-02-28.png\" width=\"600\" height=\"400\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/NIFTY.2014-02-21.2014-02-28.png 600w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/NIFTY.2014-02-21.2014-02-28-300x200.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/NIFTY.2014-02-21.2014-02-28-450x300.png 450w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<h3>Index Performance<\/h3>\n<p>IT and Autos led the pack&#8230;<\/p>\n<p><a href=\"http:\/\/stockviz.biz\/Indices\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1930141\" alt=\"weekly index performance\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/indexperf.2014-02-21.2014-02-28.png\" width=\"600\" height=\"600\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/indexperf.2014-02-21.2014-02-28.png 600w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/indexperf.2014-02-21.2014-02-28-150x150.png 150w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/indexperf.2014-02-21.2014-02-28-300x300.png 300w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<h3>Top winners and losers<\/h3>\n<div class=\"row-fluid\">\n<div class=\"span6\">\n<table class=\"table table-bordered table-condensed\">\n<tbody>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=HINDALCO\" target=\"_blank\">HINDALCO<\/a><\/td>\n<td><span style=\"color: green\">+7.89%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=CUMMINSIND\" target=\"_blank\">CUMMINSIND<\/a><\/td>\n<td><span style=\"color: green\">+8.62%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=BHEL\" target=\"_blank\">BHEL<\/a><\/td>\n<td><span style=\"color: green\">+11.39%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=NTPC\">NTPC<\/a><\/td>\n<td><span style=\"color: red\">-15.14%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=TATASTEEL\">TATASTEEL<\/a><\/td>\n<td><span style=\"color: red\">-8.17%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=NMDC\">NMDC<\/a><\/td>\n<td><span style=\"color: red\">-7.04%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div class=\"span6\">Heavy industries did the heavy lifting. NTPC got smacked by the new power pricing scheme.<\/div>\n<\/div>\n<h3>ETFs<\/h3>\n<div class=\"row-fluid\">\n<div class=\"span6\">\n<table class=\"table table-bordered table-condensed\">\n<tbody>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=PSUBNKBEES\" target=\"_blank\">PSUBNKBEES<\/a><\/td>\n<td><span style=\"color: green\">+2.72%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=BANKBEES\" target=\"_blank\">BANKBEES<\/a><\/td>\n<td><span style=\"color: green\">+1.99%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=NIFTYBEES\" target=\"_blank\">NIFTYBEES<\/a><\/td>\n<td><span style=\"color: green\">+1.79%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=GOLDBEES\" target=\"_blank\">GOLDBEES<\/a><\/td>\n<td><span style=\"color: green\">+0.22%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=JUNIORBEES\" target=\"_blank\">JUNIORBEES<\/a><\/td>\n<td><span style=\"color: red\">-0.30%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=INFRABEES\" target=\"_blank\">INFRABEES<\/a><\/td>\n<td><span style=\"color: red\">-1.50%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div class=\"span6\">Have banks found a bottom? Infrastructure continued to get pulverized.<\/div>\n<\/div>\n<h3>Advancers and decliners<\/h3>\n<p>Brown shoots?<\/p>\n<p><a href=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/adline2.2014-02-21.2014-02-28.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1930191\" alt=\"advance decline line\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/adline2.2014-02-21.2014-02-28.png\" width=\"600\" height=\"400\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/adline2.2014-02-21.2014-02-28.png 600w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/adline2.2014-02-21.2014-02-28-300x200.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/adline2.2014-02-21.2014-02-28-450x300.png 450w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<h3>Investment Theme Performance<\/h3>\n<div class=\"row-fluid\">\n<div class=\"span6\">\n<table class=\"table table-bordered table-condensed\">\n<tbody>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/90BEDCEA-FF82-43E7-A20C-020CCB29E328\" target=\"_blank\">Magic Formula Investing<\/a><\/td>\n<td><span style=\"color: green\">+5.04%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/09073462-370E-405F-BCD4-AA6CA719BB1C\" target=\"_blank\">Velocity*<\/a><\/td>\n<td><span style=\"color: green\">+3.65%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/5D0846CB-1D9C-494A-B303-552A4B45A4A1\" target=\"_blank\">Growth with Moat<\/a><\/td>\n<td><span style=\"color: green\">+3.24%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/001DBEAE-12F9-436B-A36E-878B3253FC30\" target=\"_blank\">Market Elephants<\/a><\/td>\n<td><span style=\"color: green\">+2.68%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/633E7994-86CD-4A6B-84E7-88296BAA2D1A\" target=\"_blank\">Consistent10*<\/a><\/td>\n<td><span style=\"color: green\">+2.62%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/4E4C54CB-FA44-4A73-B4E4-94E4AB646660\" target=\"_blank\">Balance-sheet Strength<\/a><\/td>\n<td><span style=\"color: green\">+2.37%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/04EA5378-8A3E-478E-A6AE-02BF173A14C8\" target=\"_blank\">Enterprise Yield<\/a><\/td>\n<td><span style=\"color: green\">+1.95%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/D6663194-A965-4262-84F6-BB553B0B8998\" target=\"_blank\">Momentum 200<\/a><\/td>\n<td><span style=\"color: green\">+1.15%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/9EABD2F0-392A-4D89-A665-EF6576A7D471\" target=\"_blank\">Financial Strength Value<\/a><\/td>\n<td><span style=\"color: green\">+0.65%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/2DF79FD7-64F4-47F2-9F53-6B1ACE8012A3\" target=\"_blank\">Quality to Price<\/a><\/td>\n<td><span style=\"color: green\">+0.41%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/B3E1E5E9-1246-4BD4-ADBF-0018559BD34A\" target=\"_blank\">Market Fliers<\/a><\/td>\n<td><span style=\"color: green\">+0.35%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/9FD28ACC-7DA5-4CFE-8A5F-812ABF797E14\" target=\"_blank\">Long Term Equity*<\/a><\/td>\n<td><span style=\"color: green\">+0.24%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/2BE8E44F-D2C9-4F58-BD6E-9E2D3B37E1A6\" target=\"_blank\">ADAG Mania<\/a><\/td>\n<td><span style=\"color: green\">+0.10%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/A3997F4E-0C22-49D8-8EF8-600DB280FF67\" target=\"_blank\">IT 3rd Benchers<\/a><\/td>\n<td><span style=\"color: red\">-0.06%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/DE672437-229E-4C0A-8B4F-15CC210EB4FC\" target=\"_blank\">Efficient Growth<\/a><\/td>\n<td><span style=\"color: red\">-1.68%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div class=\"span6\">Look at the performance roundup of all our Themes <a title=\"investment strategy performance roundup\" href=\"http:\/\/stockviz.biz\/index.php\/2014\/02\/27\/investment-theme-performance-roundup\/\" target=\"_blank\">here<\/a>.<\/div>\n<\/div>\n<h3>Sector Performance<\/h3>\n<p><a href=\"http:\/\/stockviz.biz\/SectorPerformance\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1930161\" alt=\"weekly sector performance\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/sectorperf.2014-02-21.2014-02-28.png\" width=\"800\" height=\"1000\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/sectorperf.2014-02-21.2014-02-28.png 800w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/sectorperf.2014-02-21.2014-02-28-240x300.png 240w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n<h3>Yield curve<\/h3>\n<p>What the hell happened here?<\/p>\n<p><a href=\"http:\/\/stockviz.biz\/tag\/rates\/\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1930181\" alt=\"weekly moves in the yield curve\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/yieldCurve.2014-02-21.2014-02-28.png\" width=\"600\" height=\"400\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/yieldCurve.2014-02-21.2014-02-28.png 600w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/yieldCurve.2014-02-21.2014-02-28-300x200.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/03\/yieldCurve.2014-02-21.2014-02-28-450x300.png 450w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<h3>Thought for the weekend<\/h3>\n<p>It\u2019s time that we start describing the world as &#8220;fat&#8221; or &#8220;lean.&#8221; &#8220;Lean&#8221; societies approach consumption and production with scarcity in mind. And what makes an economy &#8220;fat&#8221;? Plenty is normal. Fat economies must stop assuming that poor countries should mimic them and instead embrace their models for social innovation and efficiency.<\/p>\n<p>Source: <a href=\"http:\/\/mobile.nytimes.com\/2014\/03\/01\/opinion\/sunday\/forget-developing-fat-nations-must-go-lean.html?referrer=\" target=\"_blank\">The End of The \u2018Developing World\u2019<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Nifty clocked in a respectable +1.97% (+2.12% in USD terms) this week. Major DAX(DEU) +0.36% CAC(FRA) +0.62% UKX(GBR) -0.41% NKY(JPN) -0.17% SPX(USA) +0.84% 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&#8230; Top &hellip; <\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[987],"class_list":["post-1930131","post","type-post","status-publish","format-standard","hentry","category-your-money","tag-weekly","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1930131","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/comments?post=1930131"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1930131\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=1930131"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=1930131"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=1930131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}