sentix ASR Essentials 12-2016
|
27 March 2016
Posted in
sentix Weekly
A less negative strategic bias on Asian equities
The latest sentix survey indicates that investors are less downbeat on Eurozone equities than they were in late-January/early-February, albeit survey participants continue to run with below average levels of over-investment in European equities. Investors’ views on Asian markets have also become less negative in recent weeks. Survey readings on Chinese equities have swung sharply back from their January lows, in a move that chimes with a less pessimistic view on commodities. In a more recent development survey respondents have also become a little less downbeat on Japan from a medium-term strategic perspective, though Nikkei readings remain low in a historic context. It appears that investors are becoming less negative on the medium-term outlook for Asian equities (see Charts 2-4, P2).
