{"id":2001531,"date":"2014-08-23T11:23:42","date_gmt":"2014-08-23T05:53:42","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2001531"},"modified":"2014-08-23T11:23:42","modified_gmt":"2014-08-23T05:53:42","slug":"weekly-recap-e-commerce-head-fake","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2014\/08\/23\/weekly-recap-e-commerce-head-fake\/","title":{"rendered":"Weekly Recap: Is e-commerce a head-fake?"},"content":{"rendered":"

\"world<\/a><\/p>\n

Equities<\/h3>\n

The Nifty ended the week +1.56%<\/strong> (+2.60%<\/strong> in USD terms.)<\/p>\n

\n
\n\n\n\n\n\n\n\n\n\n
Major<\/th>\n<\/tr>\n<\/thead>\n
DAX(DEU)<\/a><\/td>\n+1.24%<\/span><\/td>\n<\/tr>\n
CAC(FRA)<\/a><\/td>\n+1.13%<\/span><\/td>\n<\/tr>\n
UKX(GBR)<\/a><\/td>\n+1.35%<\/span><\/td>\n<\/tr>\n
NKY(JPN)<\/a><\/td>\n+1.47%<\/span><\/td>\n<\/tr>\n
SPX(USA)<\/a><\/td>\n+1.83%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n
MINTs<\/th>\n<\/tr>\n<\/thead>\n
JCI(IDN)<\/a><\/td>\n+0.84%<\/span><\/td>\n<\/tr>\n
INMEX(MEX)<\/a><\/td>\n+1.55%<\/span><\/td>\n<\/tr>\n
NGSEINDX(NGA)<\/a><\/td>\n-0.45%<\/span><\/td>\n<\/tr>\n
XU030(TUR)<\/a><\/td>\n+1.79%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n
BRICS<\/th>\n<\/tr>\n<\/thead>\n
IBOV(BRA)<\/a><\/td>\n+4.95%<\/span><\/td>\n<\/tr>\n
SHCOMP(CHN)<\/a><\/td>\n+1.56%<\/span><\/td>\n<\/tr>\n
NIFTY(IND)<\/a><\/td>\n+1.56%<\/span><\/td>\n<\/tr>\n
INDEXCF(RUS)<\/a><\/td>\n+2.50%<\/span><\/td>\n<\/tr>\n
TOP40(ZAF)<\/a><\/td>\n+0.14%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
\n
\n
\n

Commodities<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n
Energy<\/th>\n<\/tr>\n<\/thead>\n
Brent Crude Oil<\/td>\n+0.25%<\/span><\/td>\n<\/tr>\n
Ethanol<\/td>\n-0.74%<\/span><\/td>\n<\/tr>\n
Heating Oil<\/td>\n+0.36%<\/span><\/td>\n<\/tr>\n
Natural Gas<\/td>\n-1.71%<\/span><\/td>\n<\/tr>\n
RBOB Gasoline<\/td>\n+2.71%<\/span><\/td>\n<\/tr>\n
WTI Crude Oil<\/td>\n-2.23%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n
Metals<\/th>\n<\/tr>\n<\/thead>\n
Copper<\/td>\n+3.90%<\/span><\/td>\n<\/tr>\n
Gold 100oz<\/td>\n-2.44%<\/span><\/td>\n<\/tr>\n
Palladium<\/td>\n+0.54%<\/span><\/td>\n<\/tr>\n
Platinum<\/td>\n-3.10%<\/span><\/td>\n<\/tr>\n
Silver 5000oz<\/td>\n-2.02%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n
\n

Currencies<\/h3>\n

USDEUR<\/a>:+0.92% <\/span> USDJPY<\/a>:+1.42% <\/span><\/p>\n

\n
\n\n\n\n\n\n\n\n\n
MINTs<\/th>\n<\/tr>\n<\/thead>\n
USDIDR(IDN)<\/a><\/td>\n-0.05%<\/span><\/td>\n<\/tr>\n
USDMXN(MEX)<\/a><\/td>\n+0.38%<\/span><\/td>\n<\/tr>\n
USDNGN(NGA)<\/a><\/td>\n-0.25%<\/span><\/td>\n<\/tr>\n
USDTRY(TUR)<\/a><\/td>\n+1.08%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n
BRICS<\/th>\n<\/tr>\n<\/thead>\n
USDBRL(BRA)<\/a><\/td>\n+0.47%<\/span><\/td>\n<\/tr>\n
USDCNY(CHN)<\/a><\/td>\n-0.00%<\/span><\/td>\n<\/tr>\n
USDINR(IND)<\/a><\/td>\n-0.49%<\/span><\/td>\n<\/tr>\n
USDRUB(RUS)<\/a><\/td>\n+0.48%<\/span><\/td>\n<\/tr>\n
USDZAR(ZAF)<\/a><\/td>\n+1.35%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Agricultural<\/th>\n<\/tr>\n<\/thead>\n
Cattle<\/td>\n+1.57%<\/span><\/td>\n<\/tr>\n
Cocoa<\/td>\n-0.77%<\/span><\/td>\n<\/tr>\n
Coffee (Arabica)<\/td>\n-1.41%<\/span><\/td>\n<\/tr>\n
Coffee (Robusta)<\/td>\n+2.16%<\/span><\/td>\n<\/tr>\n
Corn<\/td>\n+0.62%<\/span><\/td>\n<\/tr>\n
Cotton<\/td>\n+5.75%<\/span><\/td>\n<\/tr>\n
Feeder Cattle<\/td>\n+0.71%<\/span><\/td>\n<\/tr>\n
Lean Hogs<\/td>\n-18.68%<\/span><\/td>\n<\/tr>\n
Lumber<\/td>\n+2.62%<\/span><\/td>\n<\/tr>\n
Orange Juice<\/td>\n-2.15%<\/span><\/td>\n<\/tr>\n
Soybean Meal<\/td>\n-3.84%<\/span><\/td>\n<\/tr>\n
Soybeans<\/td>\n-8.63%<\/span><\/td>\n<\/tr>\n
Sugar #11<\/td>\n-2.01%<\/span><\/td>\n<\/tr>\n
Wheat<\/td>\n+2.38%<\/span><\/td>\n<\/tr>\n
White Sugar<\/td>\n-1.00%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Credit Indices<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Index<\/th>\nChange<\/th>\n<\/tr>\n<\/thead>\n
Markit CDX EM<\/td>\n+0.16%<\/span><\/td>\n<\/tr>\n
Markit CDX NA HY<\/td>\n+0.31%<\/span><\/td>\n<\/tr>\n
Markit CDX NA IG<\/td>\n-2.67%<\/span><\/td>\n<\/tr>\n
Markit CDX NA IG HVOL<\/td>\n-5.81%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Asia ex-Japan IG<\/td>\n-3.49%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Australia<\/td>\n-2.86%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe<\/td>\n-5.03%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe Crossover<\/td>\n-19.04%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Japan<\/td>\n-2.98%<\/span><\/td>\n<\/tr>\n
Markit iTraxx SovX Western Europe<\/td>\n-3.37%<\/span><\/td>\n<\/tr>\n
Markit LCDX (Loan CDS)<\/td>\n+0.06%<\/span><\/td>\n<\/tr>\n
Markit MCDX (Municipal CDS)<\/td>\n-2.40%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nIt was a good week for the markets. Both equities and credit did well. Longs ended strong!\n<\/div>\n<\/div>\n

Nifty Heatmap<\/h3>\n

\"CNX<\/a><\/p>\n

Index Returns<\/h3>\n

\"index<\/a><\/p>\n

Sector Performance<\/h3>\n

\"sector<\/a><\/p>\n

Advance Decline<\/h3>\n

\"advance.decline.line2.2014-08-14.2014-08-22\"<\/a><\/p>\n

Market cap decile performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Decile<\/th>\nMkt. Cap.<\/th>\nAdv\/Decl<\/th>\n<\/tr>\n<\/thead>\n
1<\/td>\n+2.25%<\/span><\/td>\n69\/66<\/td>\n<\/tr>\n
2<\/td>\n+6.22%<\/span><\/td>\n78\/57<\/td>\n<\/tr>\n
3<\/td>\n+4.32%<\/span><\/td>\n77\/56<\/td>\n<\/tr>\n
4<\/td>\n+5.44%<\/span><\/td>\n79\/57<\/td>\n<\/tr>\n
5<\/td>\n+6.02%<\/span><\/td>\n77\/57<\/td>\n<\/tr>\n
6<\/td>\n+5.75%<\/span><\/td>\n77\/58<\/td>\n<\/tr>\n
7<\/td>\n+4.54%<\/span><\/td>\n74\/61<\/td>\n<\/tr>\n
8<\/td>\n+4.98%<\/span><\/td>\n73\/61<\/td>\n<\/tr>\n
9<\/td>\n+3.68%<\/span><\/td>\n77\/58<\/td>\n<\/tr>\n
10<\/td>\n+1.97%<\/span><\/td>\n69\/66<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nAn across the board rally is quite a sight!\n<\/div>\n<\/div>\n

Top Winners and Losers<\/h3>\n
\n
\n\n\n\n\n\n\n\n
HINDPETRO<\/a><\/td>\n+10.63%<\/span><\/td>\n<\/tr>\n
CIPLA<\/a><\/td>\n+11.30%<\/span><\/td>\n<\/tr>\n
UNIONBANK<\/a><\/td>\n+14.86%<\/span><\/td>\n<\/tr>\n
HDFC<\/a><\/td>\n-7.09%<\/span><\/td>\n<\/tr>\n
INFRATEL<\/a><\/td>\n-4.65%<\/span><\/td>\n<\/tr>\n
ITC<\/a><\/td>\n-3.70%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nBanks and pharma did well this week…\n<\/div>\n<\/div>\n

ETFs<\/h3>\n
\n
\n\n\n\n\n\n\n\n
PSUBNKBEES<\/a><\/td>\n+5.21%<\/span><\/td>\n<\/tr>\n
BANKBEES<\/a><\/td>\n+4.66%<\/span><\/td>\n<\/tr>\n
JUNIORBEES<\/a><\/td>\n+3.60%<\/span><\/td>\n<\/tr>\n
NIFTYBEES<\/a><\/td>\n+1.57%<\/span><\/td>\n<\/tr>\n
INFRABEES<\/a><\/td>\n+0.91%<\/span><\/td>\n<\/tr>\n
GOLDBEES<\/a><\/td>\n-2.05%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nPSU Banks finally put in an up week…\n<\/div>\n<\/div>\n

Investment Theme Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Industrial Value<\/a><\/td>\n+9.17%<\/span><\/td>\n<\/tr>\n
Quality to Price<\/a><\/td>\n+8.57%<\/span><\/td>\n<\/tr>\n
Magic Formula Investing<\/a><\/td>\n+5.75%<\/span><\/td>\n<\/tr>\n
Momentum 200<\/a><\/td>\n+5.14%<\/span><\/td>\n<\/tr>\n
Market Elephants<\/a><\/td>\n+4.98%<\/span><\/td>\n<\/tr>\n
Balance-sheet Strength<\/a><\/td>\n+4.97%<\/span><\/td>\n<\/tr>\n
Refract: PPFAS Long Term Value Fund<\/a><\/td>\n+3.94%<\/span><\/td>\n<\/tr>\n
Financial Strength Value<\/a><\/td>\n+3.70%<\/span><\/td>\n<\/tr>\n
Enterprise Yield<\/a><\/td>\n+3.45%<\/span><\/td>\n<\/tr>\n
Growth with Moat<\/a><\/td>\n+3.28%<\/span><\/td>\n<\/tr>\n
Market Fliers<\/a><\/td>\n+3.14%<\/span><\/td>\n<\/tr>\n
Long Term Equity*<\/a><\/td>\n+3.08%<\/span><\/td>\n<\/tr>\n
CNX 100 50-Day Tactical<\/a><\/td>\n+2.57%<\/span><\/td>\n<\/tr>\n
Consistent10*<\/a><\/td>\n+2.27%<\/span><\/td>\n<\/tr>\n
ADAG Mania<\/a><\/td>\n+1.88%<\/span><\/td>\n<\/tr>\n
Efficient Growth<\/a><\/td>\n+1.88%<\/span><\/td>\n<\/tr>\n
IT 3rd Benchers<\/a><\/td>\n+1.80%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nAll strategies in the green. Confirms what the market decile performance scan showed…\n<\/div>\n<\/div>\n

Yield curve<\/h3>\n

\"yield<\/a><\/p>\n

Bond Indices<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n
Sub Index<\/th>\nChange in YTM<\/th>\nTotal Return(%)<\/th>\n<\/tr>\n<\/thead>\n
GSEC TB<\/td>\n-0.05<\/span><\/td>\n+0.20%<\/span><\/td>\n<\/tr>\n
GSEC SUB 1-3<\/td>\n-0.14<\/span><\/td>\n-0.01%<\/span><\/td>\n<\/tr>\n
GSEC SUB 3-8<\/td>\n-0.05<\/span><\/td>\n+0.20%<\/span><\/td>\n<\/tr>\n
GSEC SUB 8<\/td>\n-0.03<\/span><\/td>\n-0.27%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nThis is interesting: Franklin Templeton bought a record Rs 16,000-crore government securities in a day. (ET<\/a>)\n<\/div>\n<\/div>\n

August Nifty OI<\/h3>\n

\"nifty.puts.calls.AUG.2014-08-14.2014-08-22\"<\/a><\/p>\n

August BankNifty OI<\/h3>\n

\"bank-nifty.puts.calls.AUG.2014-08-14.2014-08-22\"<\/a><\/p>\n

Thought for the weekend<\/h3>\n

E-commerce operations aren\u2019t as cheap to run as most people think. Their economics greatly resemble those of mail order catalogs and they aren\u2019t all favorable. E-commerce companies ship to customers from large, expensive, highly productive fulfillment centers. A state-of-the-art center can cost $250 million or more to build, or about 10 times as much as a big box store. And competition is growing while growth is slowing.<\/p>\n

\"US<\/a><\/p>\n

Source: Online Shopping Isn\u2019t as Profitable as You Think (HBR<\/a>)<\/p>\n","protected":false},"excerpt":{"rendered":"

Equities The Nifty ended the week +1.56% (+2.60% in USD terms.) Major DAX(DEU) +1.24% CAC(FRA) +1.13% UKX(GBR) +1.35% NKY(JPN) +1.47% SPX(USA) +1.83% MINTs JCI(IDN) +0.84% INMEX(MEX) +1.55% NGSEINDX(NGA) -0.45% XU030(TUR) +1.79% BRICS IBOV(BRA) +4.95% SHCOMP(CHN) +1.56% NIFTY(IND) +1.56% INDEXCF(RUS) +2.50% TOP40(ZAF) +0.14% Commodities Energy Brent Crude Oil +0.25% Ethanol -0.74% Heating Oil +0.36% Natural Gas … <\/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-2001531","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\/2001531","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=2001531"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2001531\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2001531"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2001531"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2001531"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}