sentix ASR Essentials 19-2015

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Written by Patrick Hussy | 10 May 2015
Posted in sentix Weekly

Sentiment shaken; but sector opinions not stirred

The latest sentix survey suggests sentiment towards Equity markets has firmed a little after recent setbacks – albeit readings for the DAX and EuroSTOXX are only modestly positive – while respondents’ views on markets from a medium-term strategic perspective remain around recent highs. Monthly survey questions on investors’ views on European sectors versus the market also suggest little in the way of a dash for safety. In terms of the defensive sectors, while Healthcare readings have revived, Food & Beverage sentiment has edged lower. In the case of the cyclicals, optimism on Autos has modestly weakened from its elevated levels, but Chemicals and Construction sentiment has improved. The revival in Energy sentiment also remains on track (Chart 3, page 2). It appears that the testing start to May has not materially impacted investors’ Equity sector preferences.

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