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GLOBAL MARKETS-Asia shares struggle for footing after fraught week

Published 31/01/2020, 05:43
© Reuters.  GLOBAL MARKETS-Asia shares struggle for footing after fraught week
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* Asian stock markets : https://tmsnrt.rs/2zpUAr4

* Nikkei bounces 1%, still down sharply for week

* China Jan PMI at 50 as expected, services stronger

* WHO confident China steps will contain virus

* Amazon surges 11% as sales beat forecasts

By Wayne Cole

SYDNEY, Jan 31 (Reuters) - Asian share markets fought to

regain their footing on Friday as investors clutched at hopes

China could contain the coronavirus, even as headlines spoke of

more cases and mounting deaths.

Helping the mood were surveys showing Chinese manufacturing

activity came in much as expected in January while services

actually firmed, though this was likely before the virus took

full hold. Indeed, reports some Chinese provinces were asking companies

not to re-start until Feb. 10 suggested activity would take a

hard knock this month.

For now, sentiment got a timely boost when Amazon's AMZN.O

sales blew past forecasts and sent its stock soaring 11% after

hours, adding over $100 billion in market worth. MSCI's broadest index of Asia-Pacific shares outside Japan

.MIAPJ0000PUS managed to eke out a 0.2% gain, but was still

down 4% on the week so far. Its 2.3% dive on Thursday had been

the sharpest one-day loss in six months.

Japan's Nikkei .N225 bounced 1%, but again was off 2.5%

for the week. E-Mini futures for the S&P 500 ESc1 added 0.1%,

having rebounded 0.5% late on Thursday.

European bourses looked set to open firmer with EUROSTOXX 50

futures STXEc1 up 0.8% and the FTSE FFIc1 0.7%.

The World Health Organization on Thursday declared a global

emergency as the virus spread to more countries.

Tedros Adhanom Ghebreyesus, WHO director-general, said the

greatest worry was the potential for the virus to spread to

countries with weaker health systems. Yet investors took heart from his comments that the drastic

steps Beijing was taking would "reverse the tide" and contain

the outbreak.

"Some shorts covered after the director gave the WHO's stamp

of approval to China's aggressive containment effort," said

Stephen Innes, Asia Pacific market strategist at AxiCorp.

"For now, the market's risk lights have shifted from

flickering on red to a steady shade of amber, which could bring

more risk back into play."

That helped Wall Street recoup its losses so the Dow .DJI

finished up 0.43%, while the S&P 500 .SPX gained 0.31% and the

Nasdaq .IXIC 0.26%. After the bell, NASDAQ futures NQc1

pushed 1.3% higher on the Amazon results.

Still, the flow of news on the virus remained bleak with

China's Hubei province reporting deaths from the disease had

risen by 42 to 204 as of the end of Jan. 30. More airlines curtailed flights into and out of China and

companies temporarily closed operations, while the U.S. State

Department told citizens not to travel to any part of China.

JPMorgan shaved its forecast for global growth by 0.3%

points for this quarter to reflect the growing impact.

"Based on the patterns observed from other epidemics, we

assume that the outbreak will likely run its course over 2-3

months, meaning the hit to activity happens in the current

quarter" JPMorgan analysts said in a note.

"Also in line with historical experience, we expect a full

recovery to follow."

BONDS CAN'T BE BEAT

The drum beat of bad news kept safe-haven bonds well bid,

with yields on U.S. 10-year Treasuries US10YT=RR down 9 basis

points for the week so far and near four-month lows.

The yield curve between three-month bills and 10-year notes

had also inverted twice this week, a bearish economic signal.

In currencies, sterling held firm after jumping on Thursday

when the Bank of England confounded market expectations by not

cutting interest rates. GBP/

The pound was last at $1.3096 GBP=D3 , a relatively calm

performance given Friday is the day the UK officially leaves the

European Union after years of political turmoil. The dollar took a knock overnight when data showed the U.S.

economy grew at its slowest annual pace in three years and

personal consumption weakened sharply. Yet it was up a fraction on the yen on Friday at 109.07

JPY= . The euro held at $1.1025, while the dollar was steady on

a basket of currencies at 97.923 .DXY .

Most of the action this week has been nervous investors

selling emerging currencies for dollars and yen, leaving the

majors little changed against each other. EMRG/FRX

Spot gold was only a shade firmer for the week at $1,572.11

per ounce XAU= , having failed to get much of a safe-haven bid

as a range of other commodities, from copper to soy beans, were

hammered by worries over Chinese demand.

Oil bounced on short covering, after hitting its lowest in

three months as the global spread of the coronavirus threatened

to curb demand for fuel. O/R

U.S. crude CLc1 regained $1.11 to $53.25 a barrel, while

Brent crude LCOc1 futures rose 90 cents to $59.19.

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

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

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(Editing by Sam Holmes)

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