sentix Survey Essentials (English)

File: sentix Survey results (43-2022)

File Size:
1 MB

China exasperation

Sentiment on the stock market continues to recover, as it does for bonds. After a long time, fixed-interest securities are being given greater consideration in portfolios. At the same time, the equity bias remains weak, and fundamental confidence is languishing. Surprisingly, equity quotas are being built up despite these reservations. The China complex is conspicuous: there is a clear disenchantment with China equities. Precious metals stand out positively. The currency side could help.

Further results

  • Bonds: A drumbeat on the bond market
  • Precious metals: Better times ahead
  • sentix investor positioning in equities and bonds

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