{"id":2021511,"date":"2015-05-02T10:34:04","date_gmt":"2015-05-02T05:04:04","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2021511"},"modified":"2015-05-02T10:34:04","modified_gmt":"2015-05-02T05:04:04","slug":"weekly-recap-may-day","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2015\/05\/02\/weekly-recap-may-day\/","title":{"rendered":"Weekly Recap: May Day"},"content":{"rendered":"

\"world.2015-04-24.2015-05-01\"<\/p>\n

Equities<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n
Major<\/th>\n<\/tr>\n<\/thead>\n
DAX(DEU)<\/a><\/td>\n-3.02%<\/span><\/td>\n<\/tr>\n
CAC(FRA)<\/a><\/td>\n-2.98%<\/span><\/td>\n<\/tr>\n
UKX(GBR)<\/a><\/td>\n-1.20%<\/span><\/td>\n<\/tr>\n
NKY(JPN)<\/a><\/td>\n-2.44%<\/span><\/td>\n<\/tr>\n
SPX(USA)<\/a><\/td>\n-0.49%<\/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-6.42%<\/span><\/td>\n<\/tr>\n
INMEX(MEX)<\/a><\/td>\n-1.97%<\/span><\/td>\n<\/tr>\n
NGSEINDX(NGA)<\/a><\/td>\n+0.64%<\/span><\/td>\n<\/tr>\n
XU030(TUR)<\/a><\/td>\n-1.90%<\/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-0.74%<\/span><\/td>\n<\/tr>\n
SHCOMP(CHN)<\/a><\/td>\n+1.09%<\/span><\/td>\n<\/tr>\n
NIFTY(IND)<\/a><\/td>\n-1.49%<\/span><\/td>\n<\/tr>\n
INDEXCF(RUS)<\/a><\/td>\n+0.34%<\/span><\/td>\n<\/tr>\n
TOP40(ZAF)<\/a><\/td>\n-1.57%<\/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
Heating Oil<\/td>\n+3.51%<\/span><\/td>\n<\/tr>\n
Ethanol<\/td>\n-0.06%<\/span><\/td>\n<\/tr>\n
Brent Crude Oil<\/td>\n+2.61%<\/span><\/td>\n<\/tr>\n
Natural Gas<\/td>\n+9.66%<\/span><\/td>\n<\/tr>\n
RBOB Gasoline<\/td>\n+2.36%<\/span><\/td>\n<\/tr>\n
WTI Crude Oil<\/td>\n+3.93%<\/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
Gold 100oz<\/td>\n+0.07%<\/span><\/td>\n<\/tr>\n
Palladium<\/td>\n+0.62%<\/span><\/td>\n<\/tr>\n
Copper<\/td>\n+6.91%<\/span><\/td>\n<\/tr>\n
Platinum<\/td>\n+0.85%<\/span><\/td>\n<\/tr>\n
Silver 5000oz<\/td>\n+1.90%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n
\n

Currencies<\/h3>\n

USDEUR<\/a>:-2.96% <\/span> USDJPY<\/a>:+1.06% <\/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+0.20%<\/span><\/td>\n<\/tr>\n
USDMXN(MEX)<\/a><\/td>\n+1.01%<\/span><\/td>\n<\/tr>\n
USDNGN(NGA)<\/a><\/td>\n-0.26%<\/span><\/td>\n<\/tr>\n
USDTRY(TUR)<\/a><\/td>\n-0.40%<\/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+1.68%<\/span><\/td>\n<\/tr>\n
USDCNY(CHN)<\/a><\/td>\n+0.14%<\/span><\/td>\n<\/tr>\n
USDINR(IND)<\/a><\/td>\n-0.22%<\/span><\/td>\n<\/tr>\n
USDRUB(RUS)<\/a><\/td>\n+1.76%<\/span><\/td>\n<\/tr>\n
USDZAR(ZAF)<\/a><\/td>\n-0.36%<\/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
Cocoa<\/td>\n+0.61%<\/span><\/td>\n<\/tr>\n
Coffee (Arabica)<\/td>\n-7.30%<\/span><\/td>\n<\/tr>\n
Coffee (Robusta)<\/td>\n-3.84%<\/span><\/td>\n<\/tr>\n
Cotton<\/td>\n+1.74%<\/span><\/td>\n<\/tr>\n
Cattle<\/td>\n-7.32%<\/span><\/td>\n<\/tr>\n
Lean Hogs<\/td>\n+6.12%<\/span><\/td>\n<\/tr>\n
Lumber<\/td>\n-1.59%<\/span><\/td>\n<\/tr>\n
Orange Juice<\/td>\n-0.83%<\/span><\/td>\n<\/tr>\n
Soybeans<\/td>\n-0.05%<\/span><\/td>\n<\/tr>\n
Sugar #11<\/td>\n-1.75%<\/span><\/td>\n<\/tr>\n
Feeder Cattle<\/td>\n-0.68%<\/span><\/td>\n<\/tr>\n
Wheat<\/td>\n-3.04%<\/span><\/td>\n<\/tr>\n
White Sugar<\/td>\n-0.35%<\/span><\/td>\n<\/tr>\n
Corn<\/td>\n-1.17%<\/span><\/td>\n<\/tr>\n
Soybean Meal<\/td>\n+0.13%<\/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
Index<\/th>\nChange<\/th>\n<\/tr>\n<\/thead>\n
Markit CDX EM<\/td>\n-0.13%<\/span><\/td>\n<\/tr>\n
Markit CDX NA HY<\/td>\n-0.15%<\/span><\/td>\n<\/tr>\n
Markit CDX NA IG<\/td>\n+1.38%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Asia ex-Japan IG<\/td>\n-0.23%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Australia<\/td>\n+0.03%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe<\/td>\n+0.76%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe Crossover<\/td>\n+7.53%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Japan<\/td>\n+0.72%<\/span><\/td>\n<\/tr>\n
Markit iTraxx SovX Western Europe<\/td>\n-0.02%<\/span><\/td>\n<\/tr>\n
Markit LCDX (Loan CDS)<\/td>\n+0.00%<\/span><\/td>\n<\/tr>\n
Markit MCDX (Municipal CDS)<\/td>\n-0.41%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nAre world markets prepping for “sell in May and go away?”\n<\/div>\n<\/div>\n

Nifty Heatmap<\/h3>\n

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

Index Returns<\/h3>\n

For a deeper dive into indices, check out our weekly Index Update<\/a>.
\n\"index<\/a><\/p>\n

Sector Performance<\/h3>\n

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

Advance Decline<\/h3>\n

\"advance.decline.line2.2015-04-24.2015-04-30\"<\/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-8.22%<\/span><\/td>\n64\/68<\/td>\n<\/tr>\n
2<\/td>\n-5.11%<\/span><\/td>\n56\/75<\/td>\n<\/tr>\n
3<\/td>\n-5.87%<\/span><\/td>\n50\/81<\/td>\n<\/tr>\n
4<\/td>\n-3.93%<\/span><\/td>\n57\/74<\/td>\n<\/tr>\n
5<\/td>\n-4.40%<\/span><\/td>\n62\/69<\/td>\n<\/tr>\n
6<\/td>\n-3.90%<\/span><\/td>\n61\/70<\/td>\n<\/tr>\n
7<\/td>\n-3.51%<\/span><\/td>\n56\/75<\/td>\n<\/tr>\n
8<\/td>\n-4.70%<\/span><\/td>\n64\/67<\/td>\n<\/tr>\n
9<\/td>\n-4.26%<\/span><\/td>\n59\/72<\/td>\n<\/tr>\n
10<\/td>\n-1.21%<\/span><\/td>\n70\/62<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nAn ocean of red, nary a green in sight…\n<\/div>\n<\/div>\n

Top Winners and Losers<\/h3>\n
\n
\n\n\n\n\n\n\n\n
MOTHERSUMI<\/a><\/td>\n+7.93%<\/span><\/td>\n<\/tr>\n
SIEMENS<\/a><\/td>\n+10.80%<\/span><\/td>\n<\/tr>\n
UPL<\/a><\/td>\n+12.87%<\/span><\/td>\n<\/tr>\n
UBL<\/a><\/td>\n-12.70%<\/span><\/td>\n<\/tr>\n
APOLLOHOSP<\/a><\/td>\n-12.21%<\/span><\/td>\n<\/tr>\n
ITC<\/a><\/td>\n-7.36%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nWhat’s next for ITC?\n<\/div>\n<\/div>\n

ETF Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n
BANKBEES<\/a><\/td>\n+2.20%<\/span><\/td>\n<\/tr>\n
GOLDBEES<\/a><\/td>\n+1.00%<\/span><\/td>\n<\/tr>\n
JUNIORBEES<\/a><\/td>\n-0.71%<\/span><\/td>\n<\/tr>\n
NIFTYBEES<\/a><\/td>\n-1.19%<\/span><\/td>\n<\/tr>\n
PSUBNKBEES<\/a><\/td>\n-1.47%<\/span><\/td>\n<\/tr>\n
CPSEETF<\/a><\/td>\n-2.27%<\/span><\/td>\n<\/tr>\n
INFRABEES<\/a><\/td>\n-3.91%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nHave banks found a bottom?\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-0.18<\/span><\/td>\n+0.18%<\/span><\/td>\n<\/tr>\n
GSEC SUB 1-3<\/td>\n-0.04<\/span><\/td>\n+0.34%<\/span><\/td>\n<\/tr>\n
GSEC SUB 3-8<\/td>\n-0.00<\/span><\/td>\n+0.26%<\/span><\/td>\n<\/tr>\n
GSEC SUB 8<\/td>\n+0.02<\/span><\/td>\n+0.12%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nRates went down a smidgen…\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
Textile, Metals, Chemicals, Paper and Energy Quality to Price<\/a><\/td>\n+2.46%<\/span><\/td>\n<\/tr>\n
Financial Strength Value<\/a><\/td>\n+2.29%<\/span><\/td>\n<\/tr>\n
Next Trillion<\/a><\/td>\n+1.99%<\/span><\/td>\n<\/tr>\n
Media, Health, IT, Telecom, Services, Pharma Quality To Price<\/a><\/td>\n+1.03%<\/span><\/td>\n<\/tr>\n
Low Volatility<\/a><\/td>\n+0.86%<\/span><\/td>\n<\/tr>\n
Auto and Consumer Goods Quality to Price<\/a><\/td>\n+0.83%<\/span><\/td>\n<\/tr>\n
The RBI Restricted List<\/a><\/td>\n+0.37%<\/span><\/td>\n<\/tr>\n
Tactical CNX 100<\/a><\/td>\n-0.00%<\/span><\/td>\n<\/tr>\n
CNX 100 Enterprise Yield<\/a><\/td>\n-0.17%<\/span><\/td>\n<\/tr>\n
PPFAS Long Term Value<\/a><\/td>\n-0.52%<\/span><\/td>\n<\/tr>\n
ASK Life<\/a><\/td>\n-0.55%<\/span><\/td>\n<\/tr>\n
Momentum<\/a><\/td>\n-0.98%<\/span><\/td>\n<\/tr>\n
High Beta<\/a><\/td>\n-1.18%<\/span><\/td>\n<\/tr>\n
Balance Sheet Strength<\/a><\/td>\n-1.46%<\/span><\/td>\n<\/tr>\n
ADAG stocks<\/a><\/td>\n-3.10%<\/span><\/td>\n<\/tr>\n
Quality to Price<\/a><\/td>\n-3.23%<\/span><\/td>\n<\/tr>\n
Magic Formula<\/a><\/td>\n-5.12%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nMagic Formula turned into Tragic Formula thanks to the cliff dive in KPIT stock. But the specks of green may be indicating that the current correction is on its last legs…\n<\/div>\n<\/div>\n

Equity Mutual Funds<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n
Best<\/th>\n<\/tr>\n<\/thead>\n
DSP BlackRock World Gold Fund – Regular Plan – Growth<\/a><\/td>\n+3.19%<\/span><\/td>\n<\/tr>\n
Reliance Growth Fund-Growth Plan-Growth Option<\/a><\/td>\n+1.52%<\/span><\/td>\n<\/tr>\n
JM Core 11 Fund – Growth option<\/a><\/td>\n+1.42%<\/span><\/td>\n<\/tr>\n
Kotak Global Emerging Market Fund – Growth<\/a><\/td>\n+1.40%<\/span><\/td>\n<\/tr>\n
Birla Sun Life Advantage Fund – Regular Growth<\/a><\/td>\n+1.32%<\/span><\/td>\n<\/tr>\n
HSBC Midcap Equity Fund – Growth<\/a><\/td>\n+1.28%<\/span><\/td>\n<\/tr>\n
DSP BlackRock World Energy Fund – Regular Plan – Growth<\/a><\/td>\n+1.21%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n\n\n
Worst<\/th>\n<\/tr>\n<\/thead>\n
SBI PSU Fund – REGULAR PLAN -Growth<\/a><\/td>\n-1.75%<\/span><\/td>\n<\/tr>\n
Baroda Pioneer PSU Equity Fund- Plan A – Growth Option<\/a><\/td>\n-1.92%<\/span><\/td>\n<\/tr>\n
Birla Sun Life Pure Value Fund – Growth Option<\/a><\/td>\n-1.93%<\/span><\/td>\n<\/tr>\n
Sundaram Growth Fund-Growth<\/a><\/td>\n-2.03%<\/span><\/td>\n<\/tr>\n
JPMorgan ASEAN Equity Off-shore Fund – Regular Plan – Growth Option<\/a><\/td>\n-2.35%<\/span><\/td>\n<\/tr>\n
HSBC Brazil Fund-Growth<\/a><\/td>\n-3.20%<\/span><\/td>\n<\/tr>\n
Franklin India Feeder – Franklin U.S. Opportunities Fund – Growth<\/a><\/td>\n-3.24%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Bond Mutual Funds<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n
Best<\/th>\n<\/tr>\n<\/thead>\n
DWS Inflation Indexed Bond Fund- Regular Plan- Growth<\/a><\/td>\n+0.21%<\/span><\/td>\n<\/tr>\n
SBI INFLATION INDEXED BOND FUND – REGULAR PLAN – GROWTH<\/a><\/td>\n+0.16%<\/span><\/td>\n<\/tr>\n
HDFC Inflation Indexed Bond Fund – Regular Growth<\/a><\/td>\n+0.15%<\/span><\/td>\n<\/tr>\n
Baroda Pioneer Credit Opportunities Fund -Plan B-Growth Option<\/a><\/td>\n+0.10%<\/span><\/td>\n<\/tr>\n
Baroda Pioneer Credit Opportunities Fund -Plan A -Growth Option<\/a><\/td>\n+0.08%<\/span><\/td>\n<\/tr>\n
Kotak Coporate Bond Fund- Retail Plan-Growth Option<\/a><\/td>\n+0.07%<\/span><\/td>\n<\/tr>\n
Kotak Corporate Bond Fund- Standard Plan-Growth Option<\/a><\/td>\n+0.06%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n\n\n
Worst<\/th>\n<\/tr>\n<\/thead>\n
Franklin India Govt.Sec. Fund-Long Term Plan – Growth<\/a><\/td>\n-0.35%<\/span><\/td>\n<\/tr>\n
JM G-Sec Fund-Regular Plan-Growth Plan – Growth Option<\/a><\/td>\n-0.36%<\/span><\/td>\n<\/tr>\n
JPMorgan India Government Securities Fund – Regular Plan – Growth Option<\/a><\/td>\n-0.37%<\/span><\/td>\n<\/tr>\n
IIFL Dynamic Bond Fund – Regular Plan – Growth Option<\/a><\/td>\n-0.39%<\/span><\/td>\n<\/tr>\n
DSP BlackRock Constant Maturity 10Y G-Sec Fund – Regular Plan – Growth<\/a><\/td>\n-0.40%<\/span><\/td>\n<\/tr>\n
Canara Robeco Gilt PGS – Regular Plan – Growth<\/a><\/td>\n-0.40%<\/span><\/td>\n<\/tr>\n
Birla Sun Life Govt, Securities Long Term Fund-Plan B (Growth)<\/a><\/td>\n-0.42%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Thought for the weekend<\/h3>\n

The issue of inequality has never been about the fairness of the results, but should focus on the equality of opportunity.<\/p>\n

The neo-classical solutions that the markets will take care of everything risks the kind of social instability seen in places like Ferguson, Baltimore, or worse. <\/p>\n

You can use comparative advantages, such as low labor costs and convenient geographic proximity to markets, to spur development. But the Porter-Jacobs framework doesn’t explain why India and China succeeded and Kenya and Egypt didn’t.<\/p>\n

You are left with culture: both the Jews and the Romani (Gypsies) have historically been outcasts in Europe. How did one group succeed and acquire power (e.g., the Rothchilds) and the other remains shunned throughout the region?<\/p>\n

Source: May Day thoughts on inequality (and development)<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Equities Major DAX(DEU) -3.02% CAC(FRA) -2.98% UKX(GBR) -1.20% NKY(JPN) -2.44% SPX(USA) -0.49% MINTs JCI(IDN) -6.42% INMEX(MEX) -1.97% NGSEINDX(NGA) +0.64% XU030(TUR) -1.90% BRICS IBOV(BRA) -0.74% SHCOMP(CHN) +1.09% NIFTY(IND) -1.49% INDEXCF(RUS) +0.34% TOP40(ZAF) -1.57% Commodities Energy Heating Oil +3.51% Ethanol -0.06% Brent Crude Oil +2.61% Natural Gas +9.66% RBOB Gasoline +2.36% WTI Crude Oil +3.93% Metals Gold … <\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[987],"class_list":["post-2021511","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\/2021511","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=2021511"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2021511\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2021511"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2021511"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2021511"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}