Research Update Q4 2017

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sentix Chef-Stratege Manfred Hübner im Gespräch mit Andreas Franik zu den Marktaussichten im 4. Quartal 2017.

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sentix Investmentmeinung 41-2017

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Gewinnmitnahme am Kabuto Cho

Japanische Aktien haben eine starke Rallye-Phase hinter sich. Seit Anfang September hat der Nikkei rund 2.000 Punkte ohne nennenswerte Konsolidierung zurückgelegt. Nun klopft der Markt an einen wichtigen Widerstand an und ist gleichzeitig überkauft. Ein guter Zeitpunkt für Gewinnmitnahmen!

Geänderte Einschätzungen: Nikkei Index

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sentix ASR Essentials 41-2017

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Retail sentiment slides towards 2008 relative lows

The latest sentix survey provides an insight into investors’ opinion on European markets and sectors as we move into Q4. At a market level, investors’ medium-term strategic bias on equities continues to show signs of moving onto a less positive path. However, at a sector sentiment level there is little sign of heightened risk aversion, with sentiment on defensives such as Healthcare and Food & Beverage weakening over the past month, while high optimism on Technology and Industrials has headed even higher. On the other side of the sentiment divide a couple of sectors stand. Media readings edged higher over the month, but pessimism is still near 10Y extremes, while relative pessimism on Retail is nearing the extremes reached in 2008. A lot of pessimism is baked into both sectors versus the market at current levels. See pages 2 and 3 for charts.

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sentix Investmentmeinung 40-2017

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Feedback und andere News

Vielen Dank für die vielen Anregungen und Feedbacks, die wir so gut wie möglich in unsere Arbeit ein-fließen lassen. Bitte haben Sie Verständnis, dass wir dabei eine gute Balance zwischen unseren Kapazitäten am Wochenende, einem kostenfreien Dienst und Ihrem Informationsbedürfnis anstreben.

Geänderte Einschätzungen: Rohöl

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Successful test after the Bundestag elections

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The economic momentum continues. The overall index for Euroland improves by 1.5 points and reaches a new 10-year high with 29.7 points. Current situation and expectations are improving to a similar extent. The first economic test after the Bundestag elections can be considered successful. The time series for German economy of the "first movers among the leading indicators" are clearly climbing and are promising an unbroken upturn - even under a changed government. The global economic engine continues to gain strength. For the US investors are shaking their intermittent worries and the region of Asia is also creating strong economic optimism. The sentix Global Aggregate also rises to a 10-year high.

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