sentix ASR Essentials 18-2015

Print

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.

Click here for the full report

We use cookies and third-party services that store information in the end device of a site visitor or retrieve it there. We then process the information further. This all helps us to provide you with our basic services (user account), to save the language selection, to optimally design our website and to continuously improve it. We need your consent for the storage, retrieval and processing. You can revoke your consent at any time by deleting the cookies from this website in your browser. Your consent is thereby revoked. You can find further information in our privacy policy. To find out more about the cookies we use and how to delete them, see our privacy policy.

I accept cookies from this site.

EU Cookie Directive Module Information