sentix Survey Essentials (English)

File: sentix ASR Essentials 37-2016

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Commodity caution yet to curb EM Equity optimism

While investors are becoming more pessimistic on the near-term outlook for equity markets, they remain upbeat on equities from a medium-term strategic perspective. On the emerging markets front, investors’ faith in the medium-term prospects for Chinese equities remains undiminished. This chimes with continued optimism on emerging market (EM) equities as an asset class. However, the latest monthly questions on asset classes also point to a weakening in sentiment towards commodities. A continued set-back in commodity sentiment would be a concern for EM equities given that sentiment on both asset classes remains closely linked (Charts 2-4, p2).

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