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GLOBAL MARKETS-Asian stocks climb as trade deal hopes flicker among Trump's mixed signals

Published 05/12/2019, 06:57
Updated 05/12/2019, 07:00
© Reuters.  GLOBAL MARKETS-Asian stocks climb as trade deal hopes flicker among Trump's mixed signals
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* Asian shares higher on trade deal optimism, Europe to

track rise

* Investors remain on edge amid mixed messages from Trump

* Oil eases slightly before OPEC meeting

* Asian stock markets: https://tmsnrt.rs/2zpUAr4

By Stanley White and Noah Sin

TOKYO/HONG KONG, Dec 5 (Reuters) - Stock markets in Asia

inched up on Thursday on the possibility that China and the

United States may soon seal a "phase one" deal to end their

17-month trade war, but conflicting messages from U.S. President

Donald Trump kept a lid on the advance.

European shares are set to follow with a slightly firmer

open, with the pan-regional Euro Stoxx 50 futures .STXEc1 and

London's FTSE futures .FFIc1 rising 0.1% in early trade.

Hopes that an agreement would soon emerge stemmed from a

Bloomberg report on Wednesday that the two sides were close to a

"phase one" deal, and Trump's remarks that the talks were going

"very well" after he had earlier said it might take until late

2020 to reach an accord.

"My base case scenario is the two sides reach some deal. The

pressure for a deal is immense simply because of the economic

slowdown in both countries," said Shane Oliver, head of

investment strategy and chief economist at AMP Capital Investors

in Sydney.

"However, we see increased volatility because policy

uncertainty has become a constant."

As investors tilted towards optimism, riskier assets rose

and safe havens such as the Japanese yen weakened.

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

.MIAPJ0000PUS gained 0.5%. Japan's Nikkei stock index .N225

rose 0.7%, Australian shares .AXJO were up 1.2%, and in China,

blue chips .CSI300 climbed 0.7% and Hong Kong's Hang Seng

index .HSI eked out gains of 0.4%.

HSBC Global Research said in a note on Wednesday analysts'

consensus estimates of Asian companies' earnings forecasts were

revised up for the first time in 18 months, and that similar

turning points in recent years had paved the way for stock

market recoveries.

But more market turbulence is possible in the short term

given Sino-U.S. negotiations are very fluid.

If China and the United States cannot reach an agreement

soon, the next important date to watch is Dec. 15, when

Washington is scheduled to impose even more tariffs on Chinese

goods.

Traders are also bracing for the closely-watched U.S.

non-farm payrolls report due Friday to determine how well the

U.S. economy is holding up amid a global slowdown.

Trading will likely be thin and there will be little money

chasing these unpredictable trade headlines as the year-end

approaches, said Robert Carnell, chief economist and head of

research for Asia-Pacific at ING in Singapore.

"The motivation now (for investors) is not to lose any money

if you're under water, and if you've made money, keep it that

way," he said. "If you haven't positioned yet you are not going

to in the next couple of weeks."

The yen JPY= traded down 0.07% at 108.77 per dollar,

ceding some of the previous day's gains as positive signs about

the trade dispute hurt demand for safe-haven currencies.

The yield on benchmark 10-year Treasury notes US10YT=RR

fell slightly to 1.7603% in Asia, retracing some of the gains

made in the previous session.

U.S. crude CLc1 edged 0.25% lower to $58.18 a barrel on

Thursday as a 3% rally overnight showed signs of fading.

However, prices could be supported if the Organization of

the Petroleum Exporting Countries, and fellow producers

including Russia, approve deeper crude output cuts when they

meet in Vienna on Thursday and Friday.

HSBC chart on Asia earnings Dec 5, 2019 https://tmsnrt.rs/2RkYIC0

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(Editing by Simon Cameron-Moore and Jacqueline Wong)

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