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FOREX-Investors seek dollars as global virus spread widens

Published 24/02/2020, 06:58
© Reuters.  FOREX-Investors seek dollars as global virus spread widens
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* Italy, S. Korea, Iran new frontiers in coronavirus spread

* Aussie, kiwi slide as outbreak's pace sparks new fears

* Yen left behind as gold and bonds rally

* Graphic: World FX rates in 2020 https://tmsnrt.rs/2RBWI5E

By Tom Westbrook

SINGAPORE, Feb 24 (Reuters) - Asian currencies slid on

Monday as the rapid spread of the coronavirus outside China

drove fears of a pandemic and sent investors to the safety of

gold, dollars and the Swiss franc.

Italy, South Korea and Iran posted sharp rises in infections

over the weekend. South Korea now has more than 760 cases, Italy

more than 150 and Iran 43 cases. The World Health Organization is now worried about the

growing number of cases that have no clear link to the epicentre

of the outbreak in China. "The omens are not particularly good today," said Ray

Attrill, head of FX strategy at National Australia Bank in

Sydney. "The presumption was that we would see intermediate

supply chains quickly reconnected and I think the market's had

to go through a period of questioning that logic."

The Chinese, Australian and New Zealand currencies were on

the back foot and emerging market currencies were pounded.

The Aussie carved a fresh 11-year low in early trade and the

kiwi shed half a percent, before slightly recovering - along

with the yuan - with news of four Chinese provinces lowering

emergency restrictions.

That easing provided little support elsewhere, however, with

the Korean won KRW= plunging nearly 1% to a six-month low.

Indonesia's rupiah, so far shielded by its relative independence

from Chinese trade, tracked the broader selloff in emerging

markets, dropping 1%. EMRG/FRX

Political turmoil in Malaysia added pressure to the ringgit

MYR= and sent it 0.7% lower to its weakest since September.

Yet risk aversion, which also saw stocks tumble and gold and

bonds rise, offered surprisingly little support to the yen

JPY= . MKTS/GLOB

After partially recovering last week's drop on Friday, it

traded flat at 111.55 per dollar as Asian investors discount its

safety value owing to Japan's virus exposure.

"The market reaction to the coronavirus appears to be

evolving, beginning to differentiate the currencies vulnerable

to the virus from the rest," Barclays analysts said in a note.

"U.S. dollar assets provide relative attractiveness," they

wrote. "In fact, our economists forecast no impact on U.S.

growth from Covid-19, with relatively few domestic incidents and

a low dependency on China's economy."

Against a basket of currencies =USD , the dollar crept back

toward an almost three-year peak touched last week, before soft

economic data knocked it from its perch on Friday. It was firmer against the euro at $1.0820 EUR= and pound

at $1.2942 GBP= , while the Swiss franc soaked up some

safe-haven flows too and rose 0.3% even with the dollar's

strength. Against the euro, the franc stands at a

four-and-a-half year high EURCHF=R .

The coronavirus has killed more than 2,400 people in China,

which also accounts for 98% of global diagnoses.

However, the weekend's spread beyond China appears to have

caught authorities off-guard.

Italy has halted the carnival of Venice, shut schools, and

sealed off affected towns across its wealthy north, but is

struggling to find out how and where the virus' spread began.

South Korea is on high alert and battling to stem steep

rises in infections - all adding to the already massive

disruption to the world's economy. "From here on, a lot will depend on how fast China can

resume production and contain negative implications for supply

chains and global economic growth," said Stephen Innes, Asia

Pacific Market Strategist at AxiCorp.

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