Emerging Markets Sentiment rises to three-year high

Written by Julien Mueller | 23 August 2016
Posted in Special research

The monthly sentix indicator measuring investors’ sentiment for emerging markets equities points towards rising stock indices. Investors continue to show an unbridled willingness to purchase emerging markets stocks as the sentix index marks the highest reading since three years ago. Developments of economic expectations and commodity prices fire investors’ imagination.

sentix Investmentmeinung 33-2016

Written by Manfred Hübner | 22 August 2016
Posted in sentix Weekly

There are no translations available.

Aktien-Setup weiter aussichtsreich

Für gewöhnlich zittern die Anleger in den Monaten August und September. Denn statistisch gehören diese in den letzten zwanzig Jahren zu den schwächsten Aktienmarktperioden bei DAX & Co. Dabei liegt dies weniger daran, dass es oft im Sommer zu Kursverlusten kommt, sondern daran, dass wenn es zu Kursverlusten kam, diese besonders groß ausfielen. Die aktuelle sentix-Ergebnisanalyse zeigt jedoch, dass die Wahrscheinlichkeit für solche großen Verluste derzeit eher gering ist.

Geänderte Einschätzungen: DAX, EuroSTOXX, Rohöl, EUR-JPY

Klicken Sie hier für die aktuelle Investmentmeinung (sentix Registrierung erforderlich)

sentix ASR Essentials 33-2016

Written by Manfred Hübner | 21 August 2016
Posted in sentix Weekly

Positive strategic bias on China chimes with Commodity optimism

The latest sentix survey reveals some interesting sentiment developments on equities. On the developed markets front, survey participants’ strategic bias on the EuroSTOXX is continuing to revive from mid-summer lows. However, there are signs that investors have become a little less positive on the strategic outlook for US equities. This has seen the gap between strategic bias readings for the EuroSTOXX and S&P 500 bounce back from recent lows. On the emerging markets front, investors’ faith in the medium-term prospects for Chinese equities remains undiminished. This chimes with continued optimism on commodities as an asset class. EM equities and commodity sentiment remain closely linked (Charts 2-4, p2).

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The new sentix survey

Written by Manfred Hübner | 19 August 2016
Posted in sentix Intern

It starts with the survey on September 9th ...the sentix Global Investor Survey gets a new face and much more! For non-German participants it is a great leap forward!

Since 2001, sentix tracks investor closely and accurately in the worlds biggest sentiment survey. But for non-German speaking particpants, the user experience was not always great. This will change!

sentix Investmentmeinung 32-2016

Written by Manfred Hübner | 15 August 2016
Posted in sentix Weekly

There are no translations available.

Update zu China

In der letzten Woche hatten wir die aussichtsreiche Situation für chinesische Aktien beschrieben und den Shanghai Composite in unser „View“-Portfolio aufgenommen. Die Ausgangslage gemäß der sentix-Daten hat sich weiter verbessert. Das wird auch aus der statistischen Analyse der sentix-Daten deutlich.

Geänderte Einschätzungen: Keine