sentix ASR Essentials 01-2016
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10 January 2016
Posted in
sentix Weekly
China sentiment cracking
The latest sentix survey underlines the degree to which equity markets are in the grip of heightened near-term investor pessimism, with sentiment readings on eurozone, US and Asian markets sharply reversing. Chinese market developments have played a prominent role in unnerving investors. It is no surprise, therefore, that survey respondents have become especially downbeat on Chinese equities from both a near-term and medium-term strategic perspective, especially in light of weakening expectations on the economic outlook for China and the Asia ex-Japan region. Investors’ strategic bias on the Chinese market is as negative as it has been since the market began being covered by sentix in Q4 2009. On the other side of the sentiment divide, investors caution on riskier assets appears to be leading to growing optimism on Gold. See Page 2 for charts.
