sentix Investmentmeinung 32-2016

Written by Manfred Hübner | 15 August 2016
Posted in sentix Weekly

There are no translations available.

Update zu China

In der letzten Woche hatten wir die aussichtsreiche Situation für chinesische Aktien beschrieben und den Shanghai Composite in unser „View“-Portfolio aufgenommen. Die Ausgangslage gemäß der sentix-Daten hat sich weiter verbessert. Das wird auch aus der statistischen Analyse der sentix-Daten deutlich.

Geänderte Einschätzungen: Keine

Klicken Sie hier für die aktuelle Investmentmeinung (sentix Registrierung erforderlich)

Trust in Chinese equities is rising further

Written by Manfred Hübner | 15 August 2016
Posted in Special research

Since February, investor confidence in Chinese stocks has increased continuously. This is a positive signal for the equity market. The current impulse in sentix sentiment, measured in this week’s sentix Global Investor Survey, is now expected to translate the beliefs into concrete portfolio actions.

sentix ASR Essentials 32-2016

Written by Manfred Hübner | 14 August 2016
Posted in sentix Weekly

Investors appear to be less on the (sector) defensive

The latest sentix survey provides a view of investors’ current convictions on European sectors versus the market. In terms of broad investment themes, survey participants’ have become less pessimistic on financial sectors such as Insurance and Banks versus the market and more upbeat on cyclical sectors such as Chemicals, Construction and Industrials. At the same time, defensives such as Healthcare, Telecom and Food & Beverage appear to be losing some of their allure in a relative context, with sentiment readings edging lower over the month. Investors are beginning to move onto a less defensive footing in terms of their European sector preferences. See page 2 for charts.

Click here for the full report

sentix Investmentmeinung 31-2016

Written by Manfred Hübner | 08 August 2016
Posted in sentix Weekly

There are no translations available.

Werden China-Aktien zum heißen Tipp?

Die sentix Konjunkturindizes warten aktuell mit überraschend positiven Indikationen auf. Die Erwartungswer-te rund um den Globus steigen – angeführt von der asiatisch-pazifischen Region. Dies ist umso bedeutender, als zum Beispiel heute noch Import-Export-Daten des Vormonats negativ von den Medien kommuniziert wurden. Die Anleger bei sentix sehen das anders. Dies gilt auch für den Aktienmarkt.

Geänderte Einschätzungen: Aktien China

Klicken Sie hier für die aktuelle Investmentmeinung (sentix Registrierung erforderlich)

sentix ASR Essentials 31-2016

Written by Manfred Hübner | 07 August 2016
Posted in sentix Weekly

Economic expectations supporting positive strategic bias on China

The latest sentix survey underlines the continued interplay between macro and market expectations. In the case of the Eurozone (EZ), the sentix Economic Expectations Index recovered from its post-Brexit shock, bouncing back from -2.0 to +4.8. This improvement in economic expectations can also be seen in investors’ views on markets, with economics seen as becoming a slightly less bullish theme for EZ bonds over the past month. Economic expectations are even more elevated for Asia ex-Japan, with the region’s expectations index hitting its highest level since June 2015 in August. This chimes with the continued increase in survey readings based on investors’ medium-term strategic bias on Chinese equities. Improving expectations on the economy continue to support investors’ constructive views on the Chinese market’s medium-term outlook (see Page 2 for charts).