{"id":2027851,"date":"2015-07-01T12:21:02","date_gmt":"2015-07-01T06:51:02","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2027851"},"modified":"2015-07-01T12:21:03","modified_gmt":"2015-07-01T06:51:03","slug":"quarterly-recap-april-june-2015","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2015\/07\/01\/quarterly-recap-april-june-2015\/","title":{"rendered":"Quarterly Recap: April-June 2015"},"content":{"rendered":"

\"world.2015-03-31.2015-06-30\"<\/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-8.53%<\/span><\/td>\n<\/tr>\n
CAC(FRA)<\/a><\/td>\n-4.84%<\/span><\/td>\n<\/tr>\n
UKX(GBR)<\/a><\/td>\n-3.72%<\/span><\/td>\n<\/tr>\n
NKY(JPN)<\/a><\/td>\n+5.69%<\/span><\/td>\n<\/tr>\n
SPX(USA)<\/a><\/td>\n-0.77%<\/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-10.94%<\/span><\/td>\n<\/tr>\n
INMEX(MEX)<\/a><\/td>\n+2.75%<\/span><\/td>\n<\/tr>\n
NGSEINDX(NGA)<\/a><\/td>\n+5.37%<\/span><\/td>\n<\/tr>\n
XU030(TUR)<\/a><\/td>\n+1.37%<\/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+3.41%<\/span><\/td>\n<\/tr>\n
SHCOMP(CHN)<\/a><\/td>\n+13.26%<\/span><\/td>\n<\/tr>\n
NIFTY(IND)<\/a><\/td>\n-0.71%<\/span><\/td>\n<\/tr>\n
INDEXCF(RUS)<\/a><\/td>\n+1.74%<\/span><\/td>\n<\/tr>\n
TOP40(ZAF)<\/a><\/td>\n+0.27%<\/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+9.46%<\/span><\/td>\n<\/tr>\n
Natural Gas<\/td>\n+6.38%<\/span><\/td>\n<\/tr>\n
Ethanol<\/td>\n+8.99%<\/span><\/td>\n<\/tr>\n
WTI Crude Oil<\/td>\n+22.10%<\/span><\/td>\n<\/tr>\n
Brent Crude Oil<\/td>\n+13.69%<\/span><\/td>\n<\/tr>\n
RBOB Gasoline<\/td>\n+14.29%<\/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-4.73%<\/span><\/td>\n<\/tr>\n
Gold 100oz<\/td>\n-0.74%<\/span><\/td>\n<\/tr>\n
Platinum<\/td>\n-4.72%<\/span><\/td>\n<\/tr>\n
Palladium<\/td>\n-6.21%<\/span><\/td>\n<\/tr>\n
Silver 5000oz<\/td>\n-6.02%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n
\n

Currencies<\/h3>\n

USDEUR<\/a>:-3.59% <\/span> USDJPY<\/a>:+2.18% <\/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+1.84%<\/span><\/td>\n<\/tr>\n
USDMXN(MEX)<\/a><\/td>\n+3.22%<\/span><\/td>\n<\/tr>\n
USDNGN(NGA)<\/a><\/td>\n-0.14%<\/span><\/td>\n<\/tr>\n
USDTRY(TUR)<\/a><\/td>\n+3.21%<\/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-3.60%<\/span><\/td>\n<\/tr>\n
USDCNY(CHN)<\/a><\/td>\n+0.03%<\/span><\/td>\n<\/tr>\n
USDINR(IND)<\/a><\/td>\n+1.85%<\/span><\/td>\n<\/tr>\n
USDRUB(RUS)<\/a><\/td>\n-4.47%<\/span><\/td>\n<\/tr>\n
USDZAR(ZAF)<\/a><\/td>\n+0.08%<\/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
Coffee (Robusta)<\/td>\n+11.08%<\/span><\/td>\n<\/tr>\n
Soybeans<\/td>\n+7.68%<\/span><\/td>\n<\/tr>\n
Cattle<\/td>\n-8.30%<\/span><\/td>\n<\/tr>\n
Cocoa<\/td>\n+12.52%<\/span><\/td>\n<\/tr>\n
Coffee (Arabica)<\/td>\n-1.39%<\/span><\/td>\n<\/tr>\n
Corn<\/td>\n+9.44%<\/span><\/td>\n<\/tr>\n
Feeder Cattle<\/td>\n-1.47%<\/span><\/td>\n<\/tr>\n
Lean Hogs<\/td>\n+22.31%<\/span><\/td>\n<\/tr>\n
Lumber<\/td>\n+3.67%<\/span><\/td>\n<\/tr>\n
White Sugar<\/td>\n+3.99%<\/span><\/td>\n<\/tr>\n
Cotton<\/td>\n+6.00%<\/span><\/td>\n<\/tr>\n
Soybean Meal<\/td>\n+9.66%<\/span><\/td>\n<\/tr>\n
Sugar #11<\/td>\n+4.00%<\/span><\/td>\n<\/tr>\n
Wheat<\/td>\n+17.70%<\/span><\/td>\n<\/tr>\n
Orange Juice<\/td>\n-7.16%<\/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+3.41%<\/span><\/td>\n<\/tr>\n
Markit CDX NA HY<\/td>\n-1.55%<\/span><\/td>\n<\/tr>\n
Markit CDX NA IG<\/td>\n+3.77%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Asia ex-Japan IG<\/td>\n+9.21%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Australia<\/td>\n+11.15%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe<\/td>\n+16.41%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe Crossover<\/td>\n+27.41%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Japan<\/td>\n+4.29%<\/span><\/td>\n<\/tr>\n
Markit iTraxx SovX Western Europe<\/td>\n+0.46%<\/span><\/td>\n<\/tr>\n
Markit LCDX (Loan CDS)<\/td>\n-0.19%<\/span><\/td>\n<\/tr>\n
Markit MCDX (Municipal CDS)<\/td>\n+5.20%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nEuropean markets got shellacked and global markets went from obsessing over Fed rate hikes to Grexit. We had our own monsoon scare and bond market turmoil even though the RBI is on an easing path…\n<\/div>\n<\/div>\n

Index Returns<\/h3>\n

\"index.performance.2015-03-31.2015-06-30\"<\/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 (micro)<\/td>\n+4.17%<\/span><\/td>\n68\/64<\/td>\n<\/tr>\n
2<\/td>\n+9.23%<\/span><\/td>\n69\/62<\/td>\n<\/tr>\n
3<\/td>\n+6.79%<\/span><\/td>\n73\/58<\/td>\n<\/tr>\n
4<\/td>\n+5.28%<\/span><\/td>\n71\/61<\/td>\n<\/tr>\n
5<\/td>\n+2.42%<\/span><\/td>\n62\/69<\/td>\n<\/tr>\n
6<\/td>\n+0.91%<\/span><\/td>\n61\/70<\/td>\n<\/tr>\n
7<\/td>\n-1.04%<\/span><\/td>\n57\/75<\/td>\n<\/tr>\n
8<\/td>\n-1.14%<\/span><\/td>\n60\/71<\/td>\n<\/tr>\n
9<\/td>\n-5.65%<\/span><\/td>\n59\/72<\/td>\n<\/tr>\n
10 (mega)<\/td>\n-0.60%<\/span><\/td>\n58\/74<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nLarge-caps held steady…\n<\/div>\n<\/div>\n

Top Winners and Losers<\/h3>\n
\n
\n\n\n\n\n\n\n\n
BAJAJ-AUTO<\/a><\/td>\n+26.05%<\/span><\/td>\n<\/tr>\n
GLENMARK<\/a><\/td>\n+26.46%<\/span><\/td>\n<\/tr>\n
BRITANNIA<\/a><\/td>\n+28.00%<\/span><\/td>\n<\/tr>\n
CANBK<\/a><\/td>\n-24.46%<\/span><\/td>\n<\/tr>\n
TECHM<\/a><\/td>\n-24.12%<\/span><\/td>\n<\/tr>\n
SRTRANSFIN<\/a><\/td>\n-23.41%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nLooks like Bajaj Auto finally turned the corner…\n<\/div>\n<\/div>\n

ETF Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n
CPSEETF<\/a><\/td>\n+3.18%<\/span><\/td>\n<\/tr>\n
BANKBEES<\/a><\/td>\n+1.65%<\/span><\/td>\n<\/tr>\n
JUNIORBEES<\/a><\/td>\n+1.51%<\/span><\/td>\n<\/tr>\n
GOLDBEES<\/a><\/td>\n+0.87%<\/span><\/td>\n<\/tr>\n
NIFTYBEES<\/a><\/td>\n-0.83%<\/span><\/td>\n<\/tr>\n
INFRABEES<\/a><\/td>\n-2.69%<\/span><\/td>\n<\/tr>\n
PSUBNKBEES<\/a><\/td>\n-4.35%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nPSU Banks were the most despised asset class…\n<\/div>\n<\/div>\n

Yield Curve<\/h3>\n

\"yieldCurve.2015-03-31.2015-06-30\"<\/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-0.36<\/span><\/td>\n+2.06%<\/span><\/td>\n<\/tr>\n
GSEC SUB 1-3<\/td>\n+0.07<\/span><\/td>\n+1.73%<\/span><\/td>\n<\/tr>\n
GSEC SUB 3-8<\/td>\n+0.07<\/span><\/td>\n+0.10%<\/span><\/td>\n<\/tr>\n
GSEC SUB 8<\/td>\n+0.39<\/span><\/td>\n-1.09%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nYields went up…\n<\/div>\n<\/div>\n

Interbank lending rates<\/h3>\n

\"mibor.30days.2015-06-30\"<\/p>\n

Investment Theme Performance<\/h3>\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+12.87%<\/span><\/td>\n<\/tr>\n
CNX 100 Enterprise Yield<\/a><\/td>\n+3.27%<\/span><\/td>\n<\/tr>\n
Momentum<\/a><\/td>\n+2.92%<\/span><\/td>\n<\/tr>\n
Tactical CNX 100<\/a><\/td>\n+2.77%<\/span><\/td>\n<\/tr>\n
Balance Sheet Strength<\/a><\/td>\n+2.26%<\/span><\/td>\n<\/tr>\n
Auto and Consumer Goods Quality to Price<\/a><\/td>\n-1.06%<\/span><\/td>\n<\/tr>\n
ASK Life<\/a><\/td>\n-2.68%<\/span><\/td>\n<\/tr>\n
Low Volatility<\/a><\/td>\n-3.04%<\/span><\/td>\n<\/tr>\n
Next Trillion<\/a><\/td>\n-4.27%<\/span><\/td>\n<\/tr>\n
Media, Health, IT, Telecom, Services, Pharma Quality To Price<\/a><\/td>\n-7.28%<\/span><\/td>\n<\/tr>\n
Magic Formula<\/a><\/td>\n-8.36%<\/span><\/td>\n<\/tr>\n
Quality to Price<\/a><\/td>\n-9.24%<\/span><\/td>\n<\/tr>\n
PPFAS Long Term Value<\/a><\/td>\n-10.79%<\/span><\/td>\n<\/tr>\n
ADAG stocks<\/a><\/td>\n-12.23%<\/span><\/td>\n<\/tr>\n
High Beta<\/a><\/td>\n-14.24%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nMomentum managed to eke out a positive…\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
Reliance Japan Equity Fund- Growth Plan- Growth Option<\/a><\/td>\n+7.59%<\/span><\/td>\n<\/tr>\n
Mirae Asset China Advantage Fund – Regular Plan Growth Option<\/a><\/td>\n+7.39%<\/span><\/td>\n<\/tr>\n
Franklin India Feeder – Franklin European Growth Fund – Growth<\/a><\/td>\n+7.02%<\/span><\/td>\n<\/tr>\n
DWS Global Agribusiness Fund – Growth<\/a><\/td>\n+6.02%<\/span><\/td>\n<\/tr>\n
Bsl Comm Eq Fund – Global Agri Plan – Growth<\/a><\/td>\n+6.00%<\/span><\/td>\n<\/tr>\n
SBI Smal & Midcap – Regular Plan – Growth<\/a><\/td>\n+5.78%<\/span><\/td>\n<\/tr>\n
Religare Invesco Pan European Equity Fund – Regular Plan – Growth Option<\/a><\/td>\n+4.37%<\/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
HSBC Progressive Themes Fund – Growth<\/a><\/td>\n-4.39%<\/span><\/td>\n<\/tr>\n
Religare Invesco AGILE Fund – Growth Option<\/a><\/td>\n-4.43%<\/span><\/td>\n<\/tr>\n
LIC NOMURA MF Balanced Fund-Growth<\/a><\/td>\n-4.69%<\/span><\/td>\n<\/tr>\n
Religare Invesco Infrastructure Fund – Growth Option<\/a><\/td>\n-5.07%<\/span><\/td>\n<\/tr>\n
HDFC INFRASTRUCTURE FUND-GROWTH OPTION<\/a><\/td>\n-5.11%<\/span><\/td>\n<\/tr>\n
Sundaram Growth Fund-Growth<\/a><\/td>\n-5.92%<\/span><\/td>\n<\/tr>\n
Reliance Tax Saver (ELSS) Fund-Growth Plan-Growth Option<\/a><\/td>\n-6.34%<\/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
Baroda Pioneer Credit Opportunities Fund -Plan B-Growth Option<\/a><\/td>\n+2.51%<\/span><\/td>\n<\/tr>\n
Escorts Income Plan-Growth<\/a><\/td>\n+2.43%<\/span><\/td>\n<\/tr>\n
Baroda Pioneer Credit Opportunities Fund -Plan A -Growth Option<\/a><\/td>\n+2.25%<\/span><\/td>\n<\/tr>\n
Franklin India Dynamic Accrual Fund-Growth<\/a><\/td>\n+1.75%<\/span><\/td>\n<\/tr>\n
Kotak Coporate Bond Fund- Retail Plan-Growth Option<\/a><\/td>\n+1.70%<\/span><\/td>\n<\/tr>\n
Kotak Corporate Bond Fund- Standard Plan-Growth Option<\/a><\/td>\n+1.61%<\/span><\/td>\n<\/tr>\n
HDFC Gilt Fund-Short Term-Growth<\/a><\/td>\n+1.54%<\/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
ICICI Prudential Income – Regular Plan – Growth<\/a><\/td>\n-1.39%<\/span><\/td>\n<\/tr>\n
JM Income Fund-Growth Plan – Growth Option<\/a><\/td>\n-1.45%<\/span><\/td>\n<\/tr>\n
IDFC GSF – Investment Plan -Regular Plan-GROWTH<\/a><\/td>\n-1.49%<\/span><\/td>\n<\/tr>\n
IDFC GSF – Investment Plan – Growth<\/a><\/td>\n-1.49%<\/span><\/td>\n<\/tr>\n
ICICI Prudential Long Term Gilt Fund – Regular Plan – Growth<\/a><\/td>\n-1.55%<\/span><\/td>\n<\/tr>\n
JM G-Sec Fund-Regular Plan-Growth Plan – Growth Option<\/a><\/td>\n-1.68%<\/span><\/td>\n<\/tr>\n
Religare Invesco GILT Fund – Long Duration Plan – Growth<\/a><\/td>\n-1.87%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Equities Major DAX(DEU) -8.53% CAC(FRA) -4.84% UKX(GBR) -3.72% NKY(JPN) +5.69% SPX(USA) -0.77% MINTs JCI(IDN) -10.94% INMEX(MEX) +2.75% NGSEINDX(NGA) +5.37% XU030(TUR) +1.37% BRICS IBOV(BRA) +3.41% SHCOMP(CHN) +13.26% NIFTY(IND) -0.71% INDEXCF(RUS) +1.74% TOP40(ZAF) +0.27% Commodities Energy Heating Oil +9.46% Natural Gas +6.38% Ethanol +8.99% WTI Crude Oil +22.10% Brent Crude Oil +13.69% RBOB Gasoline +14.29% Metals Copper … <\/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":[3521],"class_list":["post-2027851","post","type-post","status-publish","format-standard","hentry","category-your-money","tag-quarterly","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2027851","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=2027851"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2027851\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2027851"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2027851"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2027851"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}