sentix Survey Essentials (English)

File: sentix ASR Essentials 38-2014

pdf.png
Uploaded:
13.10.14
Änderungsdatum
13.10.14
File Size:
457 KB
Version
1.0

Signs that sentiment gap between EMs and Commodities is narrowing

A notable feature of the sentix survey through the summer has been the resilience of sentiment towards Emerging Markets (EMs), at a time when pessimism has been the dominant theme in the case of Commodities. On this front, medium-term sentiment readings for Gold and Crude remain at deep pessimism levels, while nearterm pessimism on Crude is running at historic extremes. However, there are signs that sentiment on the equity front may be changing, with survey readings based on the strategic medium-term outlook for China 'bluechips' beginning to retreat from recent highs (Chart 2, page 2). It may be that the unusually large sentiment gap between EMs and Commodities is beginning to close.

We use cookies and third-party services that store information in the end device of a site visitor or retrieve it there. We then process the information further. This all helps us to provide you with our basic services (user account), to save the language selection, to optimally design our website and to continuously improve it. We need your consent for the storage, retrieval and processing. You can revoke your consent at any time by deleting the cookies from this website in your browser. Your consent is thereby revoked. You can find further information in our privacy policy. To find out more about the cookies we use and how to delete them, see our privacy policy.

I accept cookies from this site.

EU Cookie Directive Module Information