Eastern Europe helps Austria

Written by Sebastian Wanke | 04 May 2015
Posted in sentix Economic News

In a particularly remarkable way the composite index for Austria rises this month. It signals that after a long peri-od of weakness a recovery has returned to the country. An important reason for this should be the relaxation of the tensions in Ukraine. Austria benefits strongly from economic improvements in Eastern Europe as it has firm ties with the region. Apart from this, the upturn in the euro area stabilises. And while the assessment of the current US situation weakens, 6-month expectations for the United States are back on the rise!

sentix ASR Essentials 18-2015

Written by Patrick Hussy | 03 May 2015
Posted in sentix Weekly

Time differential positive for German equities

The latest survey highlights a notable divergence of opinion on German equities. On one hand, investor pessimism on the near-term outlook for the DAX has sharply increased. On the other, participants’ views on the medium-term strategic value of German equities are running at relatively elevated levels. The net result has been a marked decline in the sentix Time Differential Index – which measures the difference between near and medium-term readings – to levels last seen in August 2014 and September 2013 (see Chart 2, page 2). This is notable given the sentix team views weak short-term sentiment set against a still healthy medium-term perception of value in an asset among market participants as a positive development.

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Bond investors forced into ultra-long maturities

Written by Sebastian Wanke | 27 April 2015
Posted in Special research

As yields approach the zero line for 10-year bunds investors are looking for ever longer maturities. This is the bottom-line from last weekend’s sentix survey on investors’ duration preferences. Their bias for German government bonds with a maturity of more than ten years is currently as strong as never before.

Draghi put to the test: one out of two investors expects a “Grexit”

Written by Sebastian Wanke | 27 April 2015
Posted in sentix Euro Break-up Index News

In April, the sentix Euro Break-up Index jumps to 49.0% from a previous 36.8%. Thus, European politicians’ promises to pursue the scenario of Greece keeping the euro are not taken at face value by about the half of all investors. In 2012 Mario Draghi calmed down investors with his ultimate commitment to the euro. But is his pledge still valid for Greece today?

sentix Investmentmeinung 17-2015

Written by Manfred Hübner | 27 April 2015
Posted in sentix Weekly

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Sentiment kontra Markttechnik

In der letzten Wochen haben wir in einem Update unseres Jahresausblicks (weitere Informationen finden Sie hier: http://www.sentix.de/index.php/sentix-Jahresausblick/jahresausblick-update-april-2015.html ) unsere bullishe Aktiensichtweise nochmals untermauert. Kurzfristig dagegen gibt es einen interessanten Widerstreit zwischen unseren sentix-Sentimentdaten auf der einen und der markttechnischen Verfassung auf der anderen Seite. Diesen gilt es aufzulösen, um das von uns im Update skizzierte Kurspotential freizusetzen.

Geänderte Einschätzungen: China Aktien

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