IPO appetite is growing

Written by Manfred Hübner | 16 October 2013
Posted in Special research

European investors are getting more and more interested in Initial Public Offerings again: The sentix IPO Sentiment rises in October by three to now -19.25 points. This is its highest reading since April 2011 and its third increase in a row after a so far rather uninspiring year of 2013.

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USA weak, euro zone robust

Written by Patrick Hussy | 06 October 2013
Posted in sentix Economic News

In October, the composite index for the euro zone drops slightly. This move by -0.4 down to 6.1 points is to be seen as a stabilisation, given the enormous rise of the past month. Meanwhile, the composite index for the US takes a nose-dive. Here, both the current assessment of the economic situation as well as the 6-month expectations of the surveyed investors take strong hits from the budget crisis. But the US remain the only problem child this month. The composite indices for the emerging-markets regions rise strongly. For Japan, optimism also continues to go up. As a result, the composite index for the global aggregate is able to gain ground for the third consecutive month and increases to a reading last seen in February.

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sentix Market Profiles 09/2013

Written by Sebastian Wanke | 02 October 2013
Posted in Special research

Für die nächsten 4 Quartale haben die Anleger folgende durchschnittliche Erwartungshaltung (rot, blau) an die Entwicklung folgender Assetklassen:

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Sorrows surrounding the euro zone fade despite Italian woes

Written by Sebastian Wanke | 30 September 2013
Posted in sentix Euro Break-up Index News

The sentix Euro Break-up Index (EBI) falls again in September. It is now down to 18.75% from 20.45%. This is its second-lowest reading since its introduction in June 2012. Only in January the index stood lower at 17.15%. Nevertheless, the sentix EBI indicates that it is still about one in five investors who expects at least one country to leave the euro zone within a year's time.

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Long-term Darlings Under Pressure

Written by Sebastian Wanke | 25 September 2013
Posted in Special research

Against the background of improving economic expectations sentix Sector Sentiment (for European stocks) rises for cyclical sectors in September. In contrast, some "old darlings" like "food and beverage", "health care" and "personal and household goods" now lose support.

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