sentix Survey Essentials (English)

File: sentix ASR Essentials 25-2015

File Size:
449 KB

China concerns chime with Commodity caution

The latest sentix survey suggests investors have become more cautious on the outlook for Emerging Equity Markets, in a move that chimes with weakening sentiment towards Commodities as an asset class. At a market level, this change in investor opinion can be seen in the sharp reversal in readings on the Chinese market. Near-term sentiment readings on Chinese equities have been falling since April, with the latest survey seeing pessimism reach levels last seen in October last year, albeit readings are well above historic lows. At the same time, readings based on respondents’ medium-term strategic bias on China have fallen to levels last seen over a year ago. Such caution on the near and medium-term outlook for the Chinese equity market may have been lent support by the double-digit declines seen in indices such as the Shanghai Composite last week. See page 2 for charts.

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