sentix ASR Essentials 44-2014

Written by Manfred Hübner | 23 November 2014
Posted in sentix Weekly

Due to travelling we cannot provide an English report this week. Please excuse the inconvenience. If you want to check the latest highlights, the German report might give you an impression about where to look.

Click here for the analysis in German (sentix registration required)

Energy shares sentiment at a low

Written by Sebastian Wanke | 17 November 2014
Posted in Special research

Facing a weak performance, investors lose hope for European energy shares in November: sentix Sector Sentiment for the industry's stocks – polled via the latest sentix Global Investor Survey – drops sharply and now stands close to an all-time low. But this does not automatically mean that the downtrend in the sector's share prices is stopped by now.

sentix ASR Essentials 43-2014

Written by Manfred Hübner | 16 November 2014
Posted in sentix Weekly

Cyclicals sentiment upswing

The latest sentix survey suggests that investors’ views on sectors have begun to shift in the past month. On one hand, survey respondents have become less cautious on the six month outlook for Cyclical sectors such as Industrial Goods & Services, Autos and Chemicals. Sentiment towards Basic Resources has also modestly improved, in contrast to Energy, where pessimism still dominates. On the other hand, they have become less optimistic on the prospects for Telecoms and Healthcare versus the market (see Charts 2 to 4, page 2). Deep pessimism on Cyclical sectors versus Defensives may be beginning to ease.

Click here for the full report

TV-Hinweis: sentix-Analyse im DAF

10 November 2014
Posted in sentix Intern

There are no translations available.

Heute war sentix-Geschäftsführer Manfred Hübner zu Gast im Deutschen Anlegerfernsehen. Im Gespräch mit Antje Erhard erläuterte er u.a. die neuesten Ergebnisse des sentix Konjunkturindex.

HIer geht es zum Video

Expectations downtrend stopped

Written by Patrick Hussy | 09 November 2014
Posted in sentix Economic News

Since August there was a strong downtrend of the economic expectations for all of the important economies. This trend is stopped now. The latest announcements by the Bank of Japan and the European Central Bank (ECB) let investors' 6-month-expectations rise again visibly. This is rather remarkable as it recently looked as if the ECB would have lost its power to turn economic expectations round. But also for the US – where the central bank is on a different path – the composite index improves significantly. All in all, fears of a free fall of the world econ-omy are banned for the moment. Nevertheless, it remains unclear if the current month's rise in economic expectations is just a one-off or a more important turn to the positive. The sentix data justify cautious optimism, but not more than that.