{"id":2053021,"date":"2016-09-01T16:54:00","date_gmt":"2016-09-01T11:24:00","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2053021"},"modified":"2016-09-01T17:21:45","modified_gmt":"2016-09-01T11:51:45","slug":"monthly-recap-august-rust","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2016\/09\/01\/monthly-recap-august-rust\/","title":{"rendered":"Monthly Recap: The August Rust"},"content":{"rendered":"

\"world.2016-07-29.2016-08-31\"<\/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+2.88%<\/span><\/td>\n<\/tr>\n
CAC(FRA)<\/a><\/td>\n+0.91%<\/span><\/td>\n<\/tr>\n
UKX(GBR)<\/a><\/td>\n+0.78%<\/span><\/td>\n<\/tr>\n
NKY(JPN)<\/a><\/td>\n+2.16%<\/span><\/td>\n<\/tr>\n
SPX(USA)<\/a><\/td>\n-0.17%<\/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+2.27%<\/span><\/td>\n<\/tr>\n
INMEX(MEX)<\/a><\/td>\n+2.75%<\/span><\/td>\n<\/tr>\n
NGSEINDX(NGA)<\/a><\/td>\n-1.30%<\/span><\/td>\n<\/tr>\n
XU030(TUR)<\/a><\/td>\n+1.00%<\/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+0.94%<\/span><\/td>\n<\/tr>\n
SHCOMP(CHN)<\/a><\/td>\n+2.82%<\/span><\/td>\n<\/tr>\n
NIFTY(IND)<\/a><\/td>\n+1.58%<\/span><\/td>\n<\/tr>\n
INDEXCF(RUS)<\/a><\/td>\n+1.42%<\/span><\/td>\n<\/tr>\n
TOP40(ZAF)<\/a><\/td>\n+0.85%<\/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
Natural Gas<\/td>\n-0.69%<\/span><\/td>\n<\/tr>\n
RBOB Gasoline<\/td>\n-0.19%<\/span><\/td>\n<\/tr>\n
Heating Oil<\/td>\n+11.14%<\/span><\/td>\n<\/tr>\n
Brent Crude Oil<\/td>\n+10.07%<\/span><\/td>\n<\/tr>\n
Ethanol<\/td>\n-0.84%<\/span><\/td>\n<\/tr>\n
WTI Crude Oil<\/td>\n+7.29%<\/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-6.31%<\/span><\/td>\n<\/tr>\n
Palladium<\/td>\n-5.11%<\/span><\/td>\n<\/tr>\n
Platinum<\/td>\n-8.49%<\/span><\/td>\n<\/tr>\n
Silver 5000oz<\/td>\n-7.46%<\/span><\/td>\n<\/tr>\n
Gold 100oz<\/td>\n-3.40%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n
\n

Currencies<\/h3>\n

USDEUR<\/a>:+0.17% <\/span> USDJPY<\/a>:+1.57% <\/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+1.20%<\/span><\/td>\n<\/tr>\n
USDMXN(MEX)<\/a><\/td>\n+0.18%<\/span><\/td>\n<\/tr>\n
USDNGN(NGA)<\/a><\/td>\n-1.33%<\/span><\/td>\n<\/tr>\n
USDTRY(TUR)<\/a><\/td>\n-1.05%<\/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-0.46%<\/span><\/td>\n<\/tr>\n
USDCNY(CHN)<\/a><\/td>\n+0.68%<\/span><\/td>\n<\/tr>\n
USDINR(IND)<\/a><\/td>\n-0.01%<\/span><\/td>\n<\/tr>\n
USDRUB(RUS)<\/a><\/td>\n-1.05%<\/span><\/td>\n<\/tr>\n
USDZAR(ZAF)<\/a><\/td>\n+5.87%<\/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+2.62%<\/span><\/td>\n<\/tr>\n
Coffee (Robusta)<\/td>\n+0.66%<\/span><\/td>\n<\/tr>\n
Lean Hogs<\/td>\n-9.28%<\/span><\/td>\n<\/tr>\n
Lumber<\/td>\n-1.94%<\/span><\/td>\n<\/tr>\n
Soybean Meal<\/td>\n-9.74%<\/span><\/td>\n<\/tr>\n
Soybeans<\/td>\n-6.59%<\/span><\/td>\n<\/tr>\n
Sugar #11<\/td>\n+6.33%<\/span><\/td>\n<\/tr>\n
Wheat<\/td>\n-10.45%<\/span><\/td>\n<\/tr>\n
Coffee (Arabica)<\/td>\n+0.38%<\/span><\/td>\n<\/tr>\n
Cattle<\/td>\n-5.85%<\/span><\/td>\n<\/tr>\n
Corn<\/td>\n-8.47%<\/span><\/td>\n<\/tr>\n
Cotton<\/td>\n-11.20%<\/span><\/td>\n<\/tr>\n
Feeder Cattle<\/td>\n+0.24%<\/span><\/td>\n<\/tr>\n
Orange Juice<\/td>\n+3.55%<\/span><\/td>\n<\/tr>\n
White Sugar<\/td>\n+1.48%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

International ETFs (USD)<\/h3>\n

\"global.etf.performance.2016-07-29.2016-08-31\"<\/p>\n

Nifty Heatmap<\/h3>\n

\"NIFTY<\/p>\n

Index Returns<\/h3>\n

\"index.performance.2016-07-29.2016-08-31\"
\nMore: Sector Dashboard<\/a><\/i><\/small><\/p>\n

Market Cap Decile Performance<\/h3>\n

\"deciles.perf.2016-08-31\"
\nMore: Equal-Weight Deciles<\/a>, Cap-Weight Deciles<\/a><\/i><\/small><\/p>\n

ETF Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n
PSUBNKBEES<\/a><\/td>\n+8.23%<\/span><\/td>\n<\/tr>\n
CPSEETF<\/a><\/td>\n+4.57%<\/span><\/td>\n<\/tr>\n
BANKBEES<\/a><\/td>\n+4.07%<\/span><\/td>\n<\/tr>\n
JUNIORBEES<\/a><\/td>\n+2.43%<\/span><\/td>\n<\/tr>\n
NIFTYBEES<\/a><\/td>\n+1.71%<\/span><\/td>\n<\/tr>\n
GOLDBEES<\/a><\/td>\n+0.56%<\/span><\/td>\n<\/tr>\n
INFRABEES<\/a><\/td>\n+0.27%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nPSU banks – because it is a new beginning!\n<\/div>\n<\/div>\n

Yield Curve<\/h3>\n

\"yieldCurve.2016-07-29.2016-08-31\"<\/p>\n

Bond Indices<\/h3>\n
\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
0 5<\/td>\n-0.03<\/span><\/td>\n+0.67%<\/span><\/td>\n<\/tr>\n
5 10<\/td>\n-0.10<\/span><\/td>\n+1.23%<\/span><\/td>\n<\/tr>\n
10 15<\/td>\n-0.18<\/span><\/td>\n+1.99%<\/span><\/td>\n<\/tr>\n
15 20<\/td>\n-0.16<\/span><\/td>\n+2.11%<\/span><\/td>\n<\/tr>\n
20 30<\/td>\n-0.16<\/span><\/td>\n+2.45%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nLong bond FTW!!!\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
Magic Formula<\/a><\/td>\n+9.20%<\/span><\/td>\n<\/tr>\n
Quality to Price<\/a><\/td>\n+3.00%<\/span><\/td>\n<\/tr>\n
HighIR Momentum<\/a><\/td>\n+2.02%<\/span><\/td>\n<\/tr>\n
Momentum<\/a><\/td>\n+1.99%<\/span><\/td>\n<\/tr>\n
Momo (Relative) v1.1<\/a><\/td>\n+1.85%<\/span><\/td>\n<\/tr>\n
Balance Sheet Strength<\/a><\/td>\n+1.77%<\/span><\/td>\n<\/tr>\n
Acceleration<\/a><\/td>\n+0.39%<\/span><\/td>\n<\/tr>\n
Momo (Acceleration) v1.0<\/a><\/td>\n+0.36%<\/span><\/td>\n<\/tr>\n
Enterprise Yield<\/a><\/td>\n-1.60%<\/span><\/td>\n<\/tr>\n
Financial Strength Value<\/a><\/td>\n-2.87%<\/span><\/td>\n<\/tr>\n
Momo (Velocity) v1.0<\/a><\/td>\n-3.18%<\/span><\/td>\n<\/tr>\n
Velocity<\/a><\/td>\n-4.67%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nMagic Formula got its mojo back…\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
Baroda Pioneer PSU Equity Fund- Plan A – Growth Option<\/a><\/td>\n+7.26%<\/span><\/td>\n<\/tr>\n
Mirae Asset China Advantage Fund – Regular Plan Growth Option<\/a><\/td>\n+6.76%<\/span><\/td>\n<\/tr>\n
HDFC MID-CAP OPPORTUNITIES FUND – Growth Option<\/a><\/td>\n+6.06%<\/span><\/td>\n<\/tr>\n
ICICI Prudential Indo Asia Equity Fund – Growth<\/a><\/td>\n+6.04%<\/span><\/td>\n<\/tr>\n
Tata Equity P\/E Fund Regular Plan -(Growth Option)<\/a><\/td>\n+5.84%<\/span><\/td>\n<\/tr>\n
JM Core 11 Fund – Growth option<\/a><\/td>\n+5.68%<\/span><\/td>\n<\/tr>\n
Invesco India PSU Equity Fund – Growth<\/a><\/td>\n+5.66%<\/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 Feeder – Franklin European Growth Fund – Growth<\/a><\/td>\n-0.40%<\/span><\/td>\n<\/tr>\n
Birla Sun Life MNC Fund – Growth – Regular Plan<\/a><\/td>\n-0.42%<\/span><\/td>\n<\/tr>\n
IDFC Premier Equity Fund_Plan B – Growth<\/a><\/td>\n-0.77%<\/span><\/td>\n<\/tr>\n
IDFC Premier Equity Fund-Regular Plan-Growth<\/a><\/td>\n-0.77%<\/span><\/td>\n<\/tr>\n
HSBC Midcap Equity Fund – Growth<\/a><\/td>\n-0.91%<\/span><\/td>\n<\/tr>\n
BOI AXA Manufacturing & Infrastructure Fund-Growth<\/a><\/td>\n-1.01%<\/span><\/td>\n<\/tr>\n
Tata Digital India Fund-Regular Plan-Growth<\/a><\/td>\n-2.88%<\/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
HDFC Gilt Fund-Long Term-Growth<\/a><\/td>\n+1.86%<\/span><\/td>\n<\/tr>\n
JM G-Sec Fund – Growth Option<\/a><\/td>\n+1.83%<\/span><\/td>\n<\/tr>\n
Canara Robeco Gilt PGS – Regular Plan – Growth<\/a><\/td>\n+1.82%<\/span><\/td>\n<\/tr>\n
Invesco India GILT Fund – Long Duration Plan – Growth<\/a><\/td>\n+1.82%<\/span><\/td>\n<\/tr>\n
ICICI Prudential Long Term Gilt Fund – Growth<\/a><\/td>\n+1.80%<\/span><\/td>\n<\/tr>\n
DSP BlackRock Government Securities Fund – Regular Plan – Growth<\/a><\/td>\n+1.77%<\/span><\/td>\n<\/tr>\n
Principal Government Securities Fund-Growth<\/a><\/td>\n+1.75%<\/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
Kotak Coporate Bond Fund- Retail Plan-Growth Option<\/a><\/td>\n+0.83%<\/span><\/td>\n<\/tr>\n
HDFC Gilt Fund-Short Term-Growth<\/a><\/td>\n+0.80%<\/span><\/td>\n<\/tr>\n
Sundaram Banking & PSU Debt Fund – Regular Growth<\/a><\/td>\n+0.72%<\/span><\/td>\n<\/tr>\n
Franklin India Banking & PSU Debt Fund – Growth<\/a><\/td>\n+0.70%<\/span><\/td>\n<\/tr>\n
Invesco India Bank Debt Fund – Growth Option<\/a><\/td>\n+0.60%<\/span><\/td>\n<\/tr>\n
Taurus Dynamic Income Fund – Growth Option<\/a><\/td>\n+0.53%<\/span><\/td>\n<\/tr>\n
IIFL Dynamic Bond Fund – Regular Plan – Growth Option<\/a><\/td>\n+0.52%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Institutional Investment Trends<\/h3>\n

FII’s binged on both debt and equity this month…<\/p>\n

\"fii-investments.2014-01-01.2016-07-29\"<\/p>\n

\"dii-investments.2014-01-01.2016-07-29\"<\/p>\n

Book of the Month<\/h3>\n

The Everything Store: Jeff Bezos and the Age of Amazon (Amazon<\/a>)<\/p>\n

The book is about the rise of Amazon and how it is more or less an extension of Jeff Bezos’ brain. After reading this, I realized how difficult it is going to be for our domestic e-commerce players to win against the Bezos juggernaut. It is a well written book and is a must-read for anyone who is interested in business strategy.<\/p>\n","protected":false},"excerpt":{"rendered":"

Equities Major DAX(DEU) +2.88% CAC(FRA) +0.91% UKX(GBR) +0.78% NKY(JPN) +2.16% SPX(USA) -0.17% MINTs JCI(IDN) +2.27% INMEX(MEX) +2.75% NGSEINDX(NGA) -1.30% XU030(TUR) +1.00% BRICS IBOV(BRA) +0.94% SHCOMP(CHN) +2.82% NIFTY(IND) +1.58% INDEXCF(RUS) +1.42% TOP40(ZAF) +0.85% Commodities Energy Natural Gas -0.69% RBOB Gasoline -0.19% Heating Oil +11.14% Brent Crude Oil +10.07% Ethanol -0.84% WTI Crude Oil +7.29% 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":[1881],"class_list":["post-2053021","post","type-post","status-publish","format-standard","hentry","category-your-money","tag-monthly","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2053021","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=2053021"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2053021\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2053021"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2053021"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2053021"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}