The sun rises in Asia

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In March, the sentix economic indices are sending signs of stabilisation in the eurozone economy. While the assessment of the situation has fallen to 6.3 points for the seventh time in a row, economic expectations have im-proved for the second time. This is fueling hopes that there will be no recession. The results for the German economy are similar. In the search for the starting point of a new upswing, the region Asia ex Japan moves into focus. The situation and expectations are improving here.

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sentix Survey results (09-2019)

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Without reaction - what actually has to happen?

The stock markets know only one direction, the upward one. Investors are unimpressed with the exception of China. This is amazing and raises the question of what actually has to happen for investors to develop a perspective " pro stocks ". As long as this does not happen, danger is imminent, despite the supposed political signals of relaxation. In this context, the differentiated view of investors at USD/JPY and Nikkei 225 is also striking.

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Uncertainty over Italy remains

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On the face of it, investors' concerns about the Euro-Zone's continued existence remain stable. The sentix Euro Break-up Index rose from 8.8% to 9.8%. But from the perspective of the investors surveyed by sentix, the probability of a break-up of the Euro zone is only at the average level of the last 18 months. In detail, the focus remains on Italy.

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sentix Investmentmeinung 08-2019

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There are no translations available.

Über Geduld und überkaufte Märkte

Unsere Geduld, über viele Wochen an der Empfehlung für chinesische Aktien festzuhalten, hat sich in der abgelaufenen Woche ausgezahlt. „Schwein gehabt“. Wird sich diese Geduld auch im Umgang mit unseren weiteren Empfehlungen, die sich bisher nicht so gut geschlagen haben, auch noch auszahlen? Dies hängt maßgeblich davon ab, ob der Status „überkauft“ noch eine Bedeutung hat.

Geänderte Einschätzungen: keine

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (08-2019)

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Individuals go long, Instis go shorter

The sentiment for equities remains neutral, except for the Chinese equity market. The trendy theme is literally inspiring investors, and the strategic bias is also climbing to new extremes for this market. This does not apply to the US and European equity markets, where reservations are persistent. We are also measuring the risk of rising overconfidence in US technology stocks. EUR/USD is also likely to be exciting, with neutrality rising massively.

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