sentix ASR Essentials 48-2014


Emerging Market and Commodity bright-spots

The latest sentix survey indicates that investors are becoming increasingly downbeat on the medium-term outlook for Emerging Equity Markets as 2014 draws to a close, in an echo of the notable pessimism evident on Commodities as an asset class (albeit monthly survey readings are above their 2014 low point). However, behind their asset class preferences, there are a couple of noteworthy developments. Firstly, on the Emerging Markets front, survey respondents remain optimistic on the Chinese market from a medium-term, strategic viewpoint. Secondly, on Commodities, they are also becoming more upbeat on Crude in the medium-term. There are some brighter spots in the sentiment gloom that overhangs both Emerging Markets and Commodities as an asset class.

Click here for the full report

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