sentix ASR Essentials 31-2016

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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).

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