sentix ASR Essentials 27-2016

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Written by Manfred Hübner | 10 July 2016
Posted in sentix Weekly

The quest for strategic orientation

Investors’ sentiment for equities remains neutral. The post-Brexit assessment process is still ongoing. However, investors perceive that European equities are disadvantaged over Chinese and especially US equities. Moreover, for German Bunds a sentiment divergence emerges. From a FX perspective, the strength of the Japanese Yen could subside in the coming weeks.

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