Sentiment for emerging-markets stocks close to all-time low

Written by Sebastian Wanke | 17 March 2014
Posted in Special research

In March, sentix Emerging Markets Equity Sentiment falls markedly and now stands closely to its all-time low recorded just after the collapse of Lehman Brothers, an investment bank, in 2008. Contrarian investors may see this as an investment opportunity. But we remain cautious so far. Firstly, the indicator has a significant lead on the actual developments of emerging-markets stocks which means that there is no need to hurry at the current juncture. And secondly, investors might become even more pessimistic in the weeks ahead.

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Technology is running hot

Written by Sebastian Wanke | 24 February 2014
Posted in Special research

In February, sentix Sector Sentiment for European technology stocks climbs to an all-time high. But the relative performance of Europe's tech stocks does currently not justify the extremely good mood. Probably, the US-American hype surrounding the take-over of the messenger service WhatsApp by Facebook has had an impact also on the old continent.

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sentix Asset Class Sentiment: Glimmer of hope for commodities

Written by Sebastian Wanke | 17 February 2014
Posted in Special research

sentix Commodity Sentiment rises in February for the second month in a row and thus gives hope that the asset class will finally manage to gain back momentum. The recovery which can be observed in the index is also a positive sign for the emerging-markets economies whose dynamics are currently in doubt.

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Early warning signal: banking sentiment reaches all-time high

Written by Sebastian Wanke | 20 January 2014
Posted in Special research

At the beginning of the year sentix Sector Sentiment for banks jumps to a new all-time high. Investors thus leave the euro crisis behind mentally – as banks were at the centre of the euro zone's problems since 2007. But for the future performance of banks stocks and the equity market as a whole this is rather bad news.

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Retail sentiment reaches all-time high

Written by Sebastian Wanke | 20 November 2013
Posted in Special research

In November, sentix Sector Sentiment for Europe rises markedly for the old sector darlings "Food and Beverages", "Health Care", and "Personal and Household Goods". This occurs against the backdrop of a renewed confidence in the liquidity provision of central banks. Just a few weeks before Christmas, a strong increase in sentiment can also be observed for retailing. Sentiment here even reaches an all-time high.

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