The second edition of the Citywire db X-trackers Emerging Market Sentiment Indicator is now available. Key findings from the report are:
- 16% of fund managers surveyed plan to increase their allocation to China over the next six months, down from 34% in the first quarter 2013, while those planning to cut their allocation to the country has more than doubled, to 27% from 12%.
- While 32% of fund managers surveyed planned to increase their investments in India in the first quarter of 2013, this number fell to 13% for the second quarter. Those planning to cut their Indian exposure went from 11% in the first quarter to 26% in the second quarter.
- South Africa is the one emerging market country, out of 10 surveyed, to buck the trend, with 18% of fund managers planning to increase allocations in the next six months, compared with 14% planning to decrease their allocations.
Further analysis of sentiment on emerging markets can be found in the Sentiment Indicator report. Please register to obtain the report.
The Indicator is implemented independently by Citywire, which compiles the views of an expert panel of 100 emerging market fund managers who collectively manage around EUR 250 billion of assets.
Sentiment on emerging markets down, according to Citywire db X-trackers Emerging Market Sentiment Indicator
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