Alibaba opens IPO investors’ eyes

Written by Sebastian Wanke | 15 September 2014
Posted in Special research

The current sentix Global Investor Survey shows a remarkable development: sentix IPO Senti-ent rises strongly for the first time this year. The improvement of the indicator takes place against the backdrop of the coming US-IPO of Alibaba, a Chinese internet company. This event obviously also has an influence on European investors and lets their readiness to take on new issues rise.

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Sentiment for automobiles markedly down

Written by Sebastian Wanke | 18 August 2014
Posted in Special research

In August, sentix Sector Sentiment for European automobile stocks falls more strongly than for any other sector. Only a few months ago the same sector's sentiment had reached an all-time high. But falling economic expectations and a receding risk appetite now make investors more sceptical about the industry. Nevertheless, the data does not point to a contrarian opportunity yet.

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Sentiment for banks touches lowest level since Draghi’s euro commitment

Written by Sebastian Wanke | 22 July 2014
Posted in Special research

sentix Sector Sentiment for European banks falls to its lowest level since July 2012. That was when the euro-zone crisis was close to its climax and urged ECB president Draghi to famously fully commit to the euro. The extremely bad sentiment is now an opportunity for contrarian investors.

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Investors turn their backs at smaller companies

Written by Sebastian Wanke | 14 July 2014
Posted in Special research

The results of the current sentix Global Investor Survey show that investors' risk appetite is waning. A very clear example here is the declining preference for stocks of smaller companies as mir-rored by the sentix Small Caps Index. This index falls in July and thus signals that more and more investors are turning their backs at smaller capitalisations – with the risk of a spill-over to the rest of the market.

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sentix Market Profiles: Desperately looking for believers in the euro

Written by Sebastian Wanke | 08 July 2014
Posted in Special research

The new sentix Market Profiles which shed a light on investors' expectations for the second half of the year 2014 show that forex market participants can easily be wounded at the current juncture. Expectations for EUR-USD have become extremely tilt to the downside. This represents an upside risk for the common currency! For stocks investors have longer-term a positive bias but in the short run there is potential for surprises on the upside, too.

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