sentix ASR Essentials 43-2014

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Cyclicals sentiment upswing

The latest sentix survey suggests that investors’ views on sectors have begun to shift in the past month. On one hand, survey respondents have become less cautious on the six month outlook for Cyclical sectors such as Industrial Goods & Services, Autos and Chemicals. Sentiment towards Basic Resources has also modestly improved, in contrast to Energy, where pessimism still dominates. On the other hand, they have become less optimistic on the prospects for Telecoms and Healthcare versus the market (see Charts 2 to 4, page 2). Deep pessimism on Cyclical sectors versus Defensives may be beginning to ease.

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