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GLOBAL MARKETS-Asia shares edge up as stimulus hopes temper recession worries

Published 20/08/2019, 07:03
© Reuters.  GLOBAL MARKETS-Asia shares edge up as stimulus hopes temper recession worries
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* Asian stock markets: https://tmsnrt.rs/2zpUAr4

* Risk aversion eases on stimulus hopes

* Stocks get a boost, bond yields rebound

* Chinese shares choppy after loan prime rate cut

* Traders look to policymakers for more stimulus clues

By Stanley White

TOKYO, Aug 20 (Reuters) - Asian shares rose on Tuesday as

hopes for stimulus in major economies tempered anxiety about a

global recession, boosting riskier assets and drawing money from

safe-havens such as bonds and gold.

MSCI's broadest index of Asia-Pacific shares outside Japan

.MIAPJ0000PUS rose 0.53%, while Japan's Nikkei .N225 rose

0.54%. Wall Street rallied overnight, with the S&P 500 .SPX

gaining 1.21%. .N

In early European trade, the pan-region Euro Stoxx 50

futures STXEc1 were flat, German DAX futures FDXc1 were up

0.04%, and Britain's FTSE futures FFIc1 were 0.03% higher.

Shares in China and Hong Kong swung between gains and losses

after China lowered its lending reference rate only slightly in

the first publication of a new benchmark since new interest rate

reforms were announced on Saturday.

For now, however, investors were cheered by signs

policymakers were willing to do more to support their economies

in the grip of international trade frictions, led by the

bruising Sino-U.S. tariff tussle.

The immediate focus shifts to the minutes of the U.S.

Federal Reserve's last meeting due on Wednesday. Traders are

also keenly waiting on the Fed's Jackson Hole seminar and a

Group of Seven summit this weekend for clues on what additional

steps policymakers will take to bolster growth.

Senior White House officials are discussing a temporary

payroll tax cut to boost the economy, the Washington Post

reported on Monday. Hopes for additional stimulus are rising after reports that

Germany is prepared to increase fiscal spending, and after the

People's Bank of China took steps to lower corporate borrowing

costs. "There are expectations for looser monetary policy

everywhere in the world, and this is cushioning the markets

against recent uncertain developments," said Masayuki Kichikawa,

chief macro strategist at Sumitomo Mitsui Asset Management Co in

Tokyo.

"China is prepared to do a lot for its economy. I hope to

hear more about fiscal spending in Germany. Central banks have

no choice but to ease. The remaining question is what comes from

fiscal policy." U.S. stock futures ESc1 rose 0.09%, while benchmark

10-year Treasuries yields US10YT=RR eased slightly to 1.5944%,

and 2-year yields traded at 1.5245%.

China set its new one-year Loan Prime Rate CNYLPR1Y=CFXS

at 4.25%, down 6 basis points from 4.31% previously. It was 10

basis points lower than the People's Bank of China's existing

benchmark one-year lending rate.

The new five-year LPR rate was set at 4.85%, according to

the national interbank funding centre.

Chinese shares .CSI300 initially fell at the open but

recovered to trade up 0.16%. Stocks in Hong Kong .HSI

see-sawed, but last traded up 0.1%.

"China has liberalised the lending rate, but they couldn't

shock the banking system by taking rates down sharply," said

Sean Darby, global equity strategist at Jefferies in Hong Kong.

"They have to do this incrementally. They announced this

over the weekend to show the direction they're headed. From that

standpoint, I don't think it's disappointing."

Markets overwhelmingly expect the Fed to cut rates again at

its Sept. 17-18 policy meeting from the current 2.00%-2.25%. The

Fed cut rates in July for the first time in a decade to mitigate

the effects of the U.S.-China trade row and a global slowdown.

Last week, financial markets went into a tailspin after the

Treasury yield curve briefly inverted when short-term yields

traded above those of long-term paper. Investors, who feared a

steep global downturn given an inverted yield curve has presaged

several past U.S. recessions, dumped riskier assets.

However, a bounce in yields from lows hit last week has

eased some of the concerns about the global economy.

Gold XAU= , traditionally bought as a safe-haven during

times of uncertainty, was steady at $1,495.40 per ounce after

tumbling 1.2% on Monday, its biggest daily drop in about a

month. GOL/

The Swiss franc CHF= , another safe-haven asset, was last

quoted at 0.9812 per dollar, near a two-week low.

Oil LCOc1 was mostly steady at above $59 a barrel amid

concerns about tensions in the Middle East. O/R

China benchmark rates and LPR https://tmsnrt.rs/2Z4rLPv

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(Editing by Shri Navaratnam, Sam Holmes and Himani Sarkar)

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