sentix ASR Essentials 33-2016

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Written by Manfred Hübner | 21 August 2016
Posted in sentix Weekly

Positive strategic bias on China chimes with Commodity optimism

The latest sentix survey reveals some interesting sentiment developments on equities. On the developed markets front, survey participants’ strategic bias on the EuroSTOXX is continuing to revive from mid-summer lows. However, there are signs that investors have become a little less positive on the strategic outlook for US equities. This has seen the gap between strategic bias readings for the EuroSTOXX and S&P 500 bounce back from recent lows. On the emerging markets front, investors’ faith in the medium-term prospects for Chinese equities remains undiminished. This chimes with continued optimism on commodities as an asset class. EM equities and commodity sentiment remain closely linked (Charts 2-4, p2).

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