sentix ASR Essentials 42-2015

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Written by Manfred Hübner | 18 October 2015
Posted in sentix Weekly

Sentiment upswing on Emerging Markets and Commodities

The latest sentix survey points to a notable turnaround in investors’ attitude towards both Emerging Equity Markets and Commodities. At a market level, this change in investor opinion can be seen in the sharp revival in readings on Chinese equities, both based on near-term sentiment and investors’ strategic bias on the market. This chimes with the continued improvement in survey readings on WTI Crude. Indeed, monthly survey questions looking at investors’ views on asset classes also indicate that respondents have become more upbeat on Emerging Equity Markets in the past month, in line with improved sentiment towards Commodities (see Charts 2-4, page 2). Sentiment on EM and Commodities remains closely linked.

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