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GLOBAL MARKETS-Asia shares lurch lower, flu concerns a possible culprit

Published 21/01/2020, 02:55
© Reuters.  GLOBAL MARKETS-Asia shares lurch lower, flu concerns a possible culprit
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* Asian stock markets : https://tmsnrt.rs/2zpUAr4

* Nikkei and S&P 500 futures slip on safe-haven move

* Some point to economic risks around China flu outbreak

* Markets await BOJ meeting, Trump speech at Davos

By Wayne Cole

SYDNEY, Jan 21 (Reuters) - Asian shares took a sudden lurch

lower on Tuesday as a ripple of risk aversion swept markets,

though analysts could find no obvious trigger for the move.

Safe-haven bonds and the yen edged higher in what was very

thin trade, leading dealers to look for likely culprits.

Some thought mounting concerns over the coronavirus outbreak

in China might be having an impact given the threat of contagion

as hundreds of millions travel for the Lunar New Year holidays.

"It's an essential enough development that markets will

monitor it on the risk radar, as if things turn critical it

could provide a massive blow to the airline industry and a

knockout punch to local tourism," said Stephen Innes, Asia

Pacific market strategist at AxiCorp.

While the trigger was uncertain, the price action was clear

enough with MSCI's broadest index of Asia-Pacific shares outside

Japan .MIAPJ0000PUS slipping 0.9%.

Japan's Nikkei .N225 lost 0.8% and Shanghai blue chips

.CSI300 shed 0.9%. E-Mini futures for the S&P 500 ESc1 eased

0.3%.

The mood has already been cautious after the International

Monetary Fund trimmed its global growth forecasts, mostly due to

a surprisingly sharp slowdown in India and other emerging

markets. The IMF now sees growth at 3.3% this year, down from 3.4%

and also cut the 2021 forecast to 3.4% from 3.6%. Yet it still

lifted the outlook for China to 6%.

There was some relief U.S. President Donald Trump and French

President Emmanuel Macron seemed to have struck a truce over a

proposed digital tax. The two agreed to hold off on a potential tariffs war until

the end of the year, a French diplomatic source said.

Trump is due to deliver a speech at the World Economic Forum

in Davos later on Tuesday, and trade and tariffs could be on the

agenda.

In a tweet late on Monday, Trump said he would be bringing

"additional Hundreds of Billions of Dollars back to the United

States of America! We are now NUMBER ONE in the Universe, by

FAR!!"

ALL STEADY AT BOJ

Also due later is the outcome of the Bank of Japan's latest

policy meeting. Richard Grace, head of international economics at

Commonwealth Bank of Australia, expects no further easing in

policy in part because the government has launched fresh fiscal

package worth around 1% of GDP.

"Also, Japan's 10-year government bond yield has been

steadily lifting since declining to -29bp in late August 2019,

and at 0.00%, is at a more than a twelve-month high," he added.

"It suggests a reasonable outlook for Japan's economy."

Japan's yen picked up a bid on the safe-haven move and the

dollar dipped to 109.99 JPY= from an early 110.17 JPY= . It

also gained on the euro EURJPY= , leaving the single currency

flat on the dollar at $1.1092 EUR= .

Against a basket of currencies, the dollar was steady at

97.627 .DXY after touching a four-week high at 97.729.

Spot gold edged up to $1,566.71 per ounce XAU= , and back

toward a seven-year peak of $1,610.90 reached last week.

Oil prices hesitated, after gaining on the risk of supply

disruption in Libya. O/R

Brent crude LCOc1 futures eased 10 cents to $65.10 a

barrel, while U.S. crude CLc1 rose 11 cents to $58.65.

Asia stock markets https://tmsnrt.rs/2zpUAr4

Asia-Pacific valuations https://tmsnrt.rs/2Dr2BQA

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(Editing by Shri Navaratnam)

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