{"id":2024001,"date":"2015-05-23T10:21:03","date_gmt":"2015-05-23T04:51:03","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2024001"},"modified":"2015-05-23T10:21:03","modified_gmt":"2015-05-23T04:51:03","slug":"weekly-recap-how-mobile-disrupted-airfreight","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2015\/05\/23\/weekly-recap-how-mobile-disrupted-airfreight\/","title":{"rendered":"Weekly Recap: How Mobile disrupted Airfreight"},"content":{"rendered":"

\"world.2015-05-15.2015-05-22\"<\/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+3.21%<\/span><\/td>\n<\/tr>\n
CAC(FRA)<\/a><\/td>\n+2.99%<\/span><\/td>\n<\/tr>\n
UKX(GBR)<\/a><\/td>\n+1.02%<\/span><\/td>\n<\/tr>\n
NKY(JPN)<\/a><\/td>\n+2.69%<\/span><\/td>\n<\/tr>\n
SPX(USA)<\/a><\/td>\n+0.34%<\/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+1.68%<\/span><\/td>\n<\/tr>\n
INMEX(MEX)<\/a><\/td>\n-0.92%<\/span><\/td>\n<\/tr>\n
NGSEINDX(NGA)<\/a><\/td>\n-0.49%<\/span><\/td>\n<\/tr>\n
XU030(TUR)<\/a><\/td>\n-2.35%<\/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-5.07%<\/span><\/td>\n<\/tr>\n
SHCOMP(CHN)<\/a><\/td>\n+8.10%<\/span><\/td>\n<\/tr>\n
NIFTY(IND)<\/a><\/td>\n+2.38%<\/span><\/td>\n<\/tr>\n
INDEXCF(RUS)<\/a><\/td>\n-1.53%<\/span><\/td>\n<\/tr>\n
TOP40(ZAF)<\/a><\/td>\n-0.10%<\/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
Ethanol<\/td>\n-6.26%<\/span><\/td>\n<\/tr>\n
WTI Crude Oil<\/td>\n+0.69%<\/span><\/td>\n<\/tr>\n
Heating Oil<\/td>\n-2.32%<\/span><\/td>\n<\/tr>\n
Natural Gas<\/td>\n-4.60%<\/span><\/td>\n<\/tr>\n
RBOB Gasoline<\/td>\n+0.78%<\/span><\/td>\n<\/tr>\n
Brent Crude Oil<\/td>\n-1.96%<\/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-0.95%<\/span><\/td>\n<\/tr>\n
Palladium<\/td>\n-1.45%<\/span><\/td>\n<\/tr>\n
Platinum<\/td>\n-1.95%<\/span><\/td>\n<\/tr>\n
Copper<\/td>\n-4.41%<\/span><\/td>\n<\/tr>\n
Silver 5000oz<\/td>\n-2.29%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n
\n

Currencies<\/h3>\n

USDEUR<\/a>:+3.96% <\/span> USDJPY<\/a>:+1.85% <\/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+0.57%<\/span><\/td>\n<\/tr>\n
USDMXN(MEX)<\/a><\/td>\n+1.67%<\/span><\/td>\n<\/tr>\n
USDNGN(NGA)<\/a><\/td>\n+0.76%<\/span><\/td>\n<\/tr>\n
USDTRY(TUR)<\/a><\/td>\n+0.86%<\/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+3.75%<\/span><\/td>\n<\/tr>\n
USDCNY(CHN)<\/a><\/td>\n-0.15%<\/span><\/td>\n<\/tr>\n
USDINR(IND)<\/a><\/td>\n+0.01%<\/span><\/td>\n<\/tr>\n
USDRUB(RUS)<\/a><\/td>\n+1.27%<\/span><\/td>\n<\/tr>\n
USDZAR(ZAF)<\/a><\/td>\n+1.00%<\/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
Feeder Cattle<\/td>\n+0.59%<\/span><\/td>\n<\/tr>\n
Orange Juice<\/td>\n+5.82%<\/span><\/td>\n<\/tr>\n
Soybean Meal<\/td>\n+0.30%<\/span><\/td>\n<\/tr>\n
Soybeans<\/td>\n-2.83%<\/span><\/td>\n<\/tr>\n
Sugar #11<\/td>\n-4.12%<\/span><\/td>\n<\/tr>\n
Wheat<\/td>\n+0.98%<\/span><\/td>\n<\/tr>\n
White Sugar<\/td>\n-4.33%<\/span><\/td>\n<\/tr>\n
Cattle<\/td>\n-0.21%<\/span><\/td>\n<\/tr>\n
Cocoa<\/td>\n+2.18%<\/span><\/td>\n<\/tr>\n
Coffee (Arabica)<\/td>\n-7.87%<\/span><\/td>\n<\/tr>\n
Coffee (Robusta)<\/td>\n-3.06%<\/span><\/td>\n<\/tr>\n
Corn<\/td>\n-1.37%<\/span><\/td>\n<\/tr>\n
Cotton<\/td>\n-5.07%<\/span><\/td>\n<\/tr>\n
Lumber<\/td>\n+14.50%<\/span><\/td>\n<\/tr>\n
Lean Hogs<\/td>\n+0.66%<\/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+0.21%<\/span><\/td>\n<\/tr>\n
Markit CDX NA HY<\/td>\n-0.07%<\/span><\/td>\n<\/tr>\n
Markit CDX NA IG<\/td>\n+0.44%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Asia ex-Japan IG<\/td>\n-3.17%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Australia<\/td>\n-0.76%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe<\/td>\n-0.88%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe Crossover<\/td>\n-6.29%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Japan<\/td>\n-1.17%<\/span><\/td>\n<\/tr>\n
Markit iTraxx SovX Western Europe<\/td>\n-0.04%<\/span><\/td>\n<\/tr>\n
Markit LCDX (Loan CDS)<\/td>\n+0.00%<\/span><\/td>\n<\/tr>\n
Markit MCDX (Municipal CDS)<\/td>\n+1.77%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nA moment of silence to whoever shorted the market thinking the NIFTY will go to 7600. May your capital rest in peace.\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.line2.2015-05-15.2015-05-22\"<\/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 (micro)<\/td>\n-1.51%<\/span><\/td>\n66\/62<\/td>\n<\/tr>\n
2<\/td>\n-0.05%<\/span><\/td>\n69\/59<\/td>\n<\/tr>\n
3<\/td>\n+2.14%<\/span><\/td>\n76\/51<\/td>\n<\/tr>\n
4<\/td>\n+2.33%<\/span><\/td>\n73\/55<\/td>\n<\/tr>\n
5<\/td>\n+2.22%<\/span><\/td>\n72\/55<\/td>\n<\/tr>\n
6<\/td>\n+1.23%<\/span><\/td>\n69\/59<\/td>\n<\/tr>\n
7<\/td>\n+2.07%<\/span><\/td>\n62\/66<\/td>\n<\/tr>\n
8<\/td>\n+2.42%<\/span><\/td>\n68\/59<\/td>\n<\/tr>\n
9<\/td>\n+1.44%<\/span><\/td>\n68\/60<\/td>\n<\/tr>\n
10 (mega)<\/td>\n+2.14%<\/span><\/td>\n61\/67<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nOb-La-Di, Ob-La-Da…\n<\/div>\n<\/div>\n

Top Winners and Losers<\/h3>\n
\n
\n\n\n\n\n\n\n\n
ADANIENT<\/a><\/td>\n+7.59%<\/span><\/td>\n<\/tr>\n
HCLTECH<\/a><\/td>\n+7.69%<\/span><\/td>\n<\/tr>\n
TECHM<\/a><\/td>\n+7.88%<\/span><\/td>\n<\/tr>\n
TATASTEEL<\/a><\/td>\n-6.26%<\/span><\/td>\n<\/tr>\n
BHARATFORG<\/a><\/td>\n-3.69%<\/span><\/td>\n<\/tr>\n
OIL<\/a><\/td>\n-3.58%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nTech broke through disappointing results while investors were served a reminder of the problems plaguing old-economy stocks…\n<\/div>\n<\/div>\n

ETF Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n
CPSEETF<\/a><\/td>\n+1.97%<\/span><\/td>\n<\/tr>\n
NIFTYBEES<\/a><\/td>\n+1.73%<\/span><\/td>\n<\/tr>\n
JUNIORBEES<\/a><\/td>\n+1.66%<\/span><\/td>\n<\/tr>\n
INFRABEES<\/a><\/td>\n+1.05%<\/span><\/td>\n<\/tr>\n
BANKBEES<\/a><\/td>\n+0.98%<\/span><\/td>\n<\/tr>\n
PSUBNKBEES<\/a><\/td>\n-0.66%<\/span><\/td>\n<\/tr>\n
GOLDBEES<\/a><\/td>\n-0.91%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nLook at the divergence between BANKBEES and PSUBNKBEES…\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+0.20%<\/span><\/td>\n<\/tr>\n
GSEC SUB 1-3<\/td>\n-0.01<\/span><\/td>\n+0.33%<\/span><\/td>\n<\/tr>\n
GSEC SUB 3-8<\/td>\n-0.04<\/span><\/td>\n+0.42%<\/span><\/td>\n<\/tr>\n
GSEC SUB 8<\/td>\n-0.04<\/span><\/td>\n+0.56%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nLower inflation + tepid economy = rate cut?\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
Momentum<\/a><\/td>\n+2.95%<\/span><\/td>\n<\/tr>\n
CNX 100 Enterprise Yield<\/a><\/td>\n+2.89%<\/span><\/td>\n<\/tr>\n
Low Volatility<\/a><\/td>\n+2.62%<\/span><\/td>\n<\/tr>\n
ASK Life<\/a><\/td>\n+1.89%<\/span><\/td>\n<\/tr>\n
Balance Sheet Strength<\/a><\/td>\n+1.80%<\/span><\/td>\n<\/tr>\n
Financial Strength Value<\/a><\/td>\n+1.57%<\/span><\/td>\n<\/tr>\n
Magic Formula<\/a><\/td>\n+1.41%<\/span><\/td>\n<\/tr>\n
Textile, Metals, Chemicals, Paper and Energy Quality to Price<\/a><\/td>\n+0.99%<\/span><\/td>\n<\/tr>\n
PPFAS Long Term Value<\/a><\/td>\n+0.73%<\/span><\/td>\n<\/tr>\n
ADAG stocks<\/a><\/td>\n+0.64%<\/span><\/td>\n<\/tr>\n
Auto and Consumer Goods Quality to Price<\/a><\/td>\n+0.61%<\/span><\/td>\n<\/tr>\n
Quality to Price<\/a><\/td>\n+0.48%<\/span><\/td>\n<\/tr>\n
The RBI Restricted List<\/a><\/td>\n+0.26%<\/span><\/td>\n<\/tr>\n
Next Trillion<\/a><\/td>\n+0.07%<\/span><\/td>\n<\/tr>\n
Tactical CNX 100<\/a><\/td>\n+0.00%<\/span><\/td>\n<\/tr>\n
High Beta<\/a><\/td>\n-0.39%<\/span><\/td>\n<\/tr>\n
Media, Health, IT, Telecom, Services, Pharma Quality To Price<\/a><\/td>\n-0.41%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nDo read our Momentum series: Part I<\/a>, Part II<\/a>, Part III<\/a> and Conclusion<\/a>\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
MOSt Focused Long Term – Regular Plan – Growth Option<\/a><\/td>\n+2.80%<\/span><\/td>\n<\/tr>\n
SBI MAGNUM TAXGAIN SCHEME 1993 – REGULAR PLAN- GROWTH<\/a><\/td>\n+2.73%<\/span><\/td>\n<\/tr>\n
MOSt Focused Midcap 30-Regular Plan-Growth Option<\/a><\/td>\n+2.73%<\/span><\/td>\n<\/tr>\n
MOSt Focused Multicap 35-Regular Plan-Growth Option<\/a><\/td>\n+2.70%<\/span><\/td>\n<\/tr>\n
Religare Invesco Growth Fund – Growth<\/a><\/td>\n+2.63%<\/span><\/td>\n<\/tr>\n
Tata Tax Saving Fund-Growth-Plan A<\/a><\/td>\n+2.54%<\/span><\/td>\n<\/tr>\n
IDFC Imperial Equity Fund-Plan B – Growth<\/a><\/td>\n+2.49%<\/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
BNP Paribas Income and Gold Fund – Growth<\/a><\/td>\n-0.08%<\/span><\/td>\n<\/tr>\n
Sahara Star Value Fund-Growth Option<\/a><\/td>\n-0.24%<\/span><\/td>\n<\/tr>\n
DSP BlackRock Small and Mid Cap Fund – Regular Plan – Growth<\/a><\/td>\n-0.39%<\/span><\/td>\n<\/tr>\n
Sahara Midcap Fund-Growth Plan<\/a><\/td>\n-0.51%<\/span><\/td>\n<\/tr>\n
Mirae Asset Global Commodity Stocks – Growth Option<\/a><\/td>\n-0.63%<\/span><\/td>\n<\/tr>\n
SBI Smal & Midcap – Regular Plan – Growth<\/a><\/td>\n-0.67%<\/span><\/td>\n<\/tr>\n
IDFC Sterling Equity Fund -Regular Plan-Growth<\/a><\/td>\n-0.73%<\/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
L&T Gilt Fund-Growth<\/a><\/td>\n+0.94%<\/span><\/td>\n<\/tr>\n
SBI MAGNUM GILT FUND – LONG TERM – REGULAR PLAN – GROWTH<\/a><\/td>\n+0.93%<\/span><\/td>\n<\/tr>\n
Canara Robeco Gilt PGS – Regular Plan – Growth<\/a><\/td>\n+0.92%<\/span><\/td>\n<\/tr>\n
IDFC GSF – Investment Plan – Growth<\/a><\/td>\n+0.91%<\/span><\/td>\n<\/tr>\n
IDFC GSF – Investment Plan -Regular Plan-GROWTH<\/a><\/td>\n+0.91%<\/span><\/td>\n<\/tr>\n
Kotak Gilt-Investment Regular-Growth<\/a><\/td>\n+0.91%<\/span><\/td>\n<\/tr>\n
Kotak Gilt-Investment Provident Fund and Trust-Growth<\/a><\/td>\n+0.91%<\/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
Birla Sun Life Corporate Bond Fund – Regular Plan – Growth<\/a><\/td>\n+0.26%<\/span><\/td>\n<\/tr>\n
Baroda Pioneer Credit Opportunities Fund -Plan A -Growth Option<\/a><\/td>\n+0.25%<\/span><\/td>\n<\/tr>\n
DWS Premier Bond Fund – Regular Plan-\/-Growth Plan<\/a><\/td>\n+0.21%<\/span><\/td>\n<\/tr>\n
DWS PREMIER BOND FUND INST PLAN GROWTH<\/a><\/td>\n+0.20%<\/span><\/td>\n<\/tr>\n
Kotak Coporate Bond Fund- Retail Plan-Growth Option<\/a><\/td>\n+0.17%<\/span><\/td>\n<\/tr>\n
Kotak Corporate Bond Fund- Standard Plan-Growth Option<\/a><\/td>\n+0.17%<\/span><\/td>\n<\/tr>\n
Escorts Income Plan-Growth<\/a><\/td>\n+0.10%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Thought for the weekend<\/h3>\n

From the mid-1980\u2019s when PC\u2019s and other hi-tech products first started being assembled in Asia, in places like Taiwan, Hong Kong, Singapore, Thailand and Malaysia, through 2010, after China had achieved the dominant manufacturing position it holds, the airfreight markets became increasingly reliant on the market for getting hi-tech goods built and assembled in Asia to North America and also to Europe.
\n…
\nThe iPads and other Android-based and Windows-devices both usurped and combined many of the functions previously reserved for the PC platform or other dedicated electronic devices. Emerging from the Great Recession, these increasingly smaller, more powerful, alternative devices with their myriads of \u201capps\u201d began to offer multiple capabilities on one platform that delivered capabilities which had previously taken multiple devices to deliver. This factor also significantly changed the dynamics of the airfreight markets<\/strong>.<\/p>\n

Source: Avondale Asset Management<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Equities Major DAX(DEU) +3.21% CAC(FRA) +2.99% UKX(GBR) +1.02% NKY(JPN) +2.69% SPX(USA) +0.34% MINTs JCI(IDN) +1.68% INMEX(MEX) -0.92% NGSEINDX(NGA) -0.49% XU030(TUR) -2.35% BRICS IBOV(BRA) -5.07% SHCOMP(CHN) +8.10% NIFTY(IND) +2.38% INDEXCF(RUS) -1.53% TOP40(ZAF) -0.10% Commodities Energy Ethanol -6.26% WTI Crude Oil +0.69% Heating Oil -2.32% Natural Gas -4.60% RBOB Gasoline +0.78% Brent Crude Oil -1.96% Metals Gold … <\/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-2024001","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\/2024001","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=2024001"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2024001\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2024001"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2024001"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2024001"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}