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GLOBAL MARKETS-Asian shares near July peak as optimism grows on trade, economy

Published 05/11/2019, 03:37
Updated 05/11/2019, 03:45
© Reuters.  GLOBAL MARKETS-Asian shares near July peak as optimism grows on trade, economy
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* U.S., China seen nearing truce in trade war

* Strong U.S. jobs data underpins optimism on economy

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

By Hideyuki Sano

TOKYO, Nov 5 (Reuters) - Asian shares approached their July

peak on Tuesday on signs the United States and China are inching

closer to a truce in their trade war and on optimism the U.S.

economy is poised for solid, consumer-driven growth.

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

.MIAPJ0000PUS ticked up 0.1% after hitting a four-month high

the previous day.

China's mainland shares were little changed .SSEC while

Japan's Nikkei .N225 rose 1.34% to one-year high after a

market holiday on Monday.

On Wall Street, the S&P 500 .SPX gained 0.37% to a record

high of 3,078.27 on Monday while the Dow Jones .DJI and the

Nasdaq .IXIC also clinched all-time highs.

In Europe, shares rallied more than 1%, with many reaching

their highest level since January 2018. The STOXX 600 index

.STOXX of small, mid-sized and large companies across Europe

surged to highs last seen in July 2015.

U.S. S&P500 futures ESc1 gained a further 0.2% in Asia

after the Financial Times reported on Tuesday that the United

States is considering rolling back levies on $112 billion of

Chinese imports, which were introduced at a 15% rate on Sept. 1.

The story came after Beijing and Washington spoke of

progress in trade talks on Friday and U.S. Commerce Secretary

Wilbur Ross said licenses for U.S. companies to sell components

to China's Huawei Technologies Co will come "very shortly."

"Economic uncertainties are receding. That means those who

had held off their activities, both in the real economy and

financial markets, are getting active," said Masaru Ishibashi,

joint general manager of trading at Sumitomo Mitsui Bank.

Chinese President Xi Jinping said on Tuesday the global

community needs to bring down trade barriers. U.S. employment data released on Friday showed strong job

gains despite the drag from a strike at General Motors GM.N ,

offering some assurance that consumers would continue to support

the slowing economy. "The data suggests the U.S. is almost in a full employment.

More importantly those strong numbers came after three rate cuts

by the Fed," said Norihiro Fujito, chief investment strategist

at Mitsubishi UFJ Morgan Stanley Securities.

"When the Fed did precautionary easing in the past - after

Mexico crisis in 1994 and Asia/Russian crisis in 1997-98 - a

rally in stock prices followed. No wonder money is flowing to

risk assets now," he said.

Bonds are losing some of their appeal and the yield on

benchmark 10-year notes rose back to 1.799% US10YT=RR compared

to last week's low of 1.670%.

In the currency market, the dollar gained to 108.60 yen

JPY= , extending its recovery from 107.89 touched on Friday.

Trade optimism kept the Chinese yuan near its highest levels

since mid-August, with the onshore yuan at 7.0259 per dollar

CNY=CFXS , up slightly on the day.

The currency maintained gains even after China's central

bank cut its one-year medium-term lending facility (MLF) rate by

5 basis points, for the first time since early 2016.

The currency shrugged off the Caixin/Markit services

purchasing managers' index (PMI) showing China's services sector

activity expanded at its slowest pace in eight months in

October. The euro changed hands at $1.1125 EUR= , off last week's

high of $1.1175.

The Australian dollar traded at $0.68805 AUD=D4 , staying

near one-week low after a dire set of retail sales numbers

released on Monday suggested the economy was still struggling

despite three cuts in interest rates. Still, that has did little to change market expectations

that the Reserve Bank of Australia is expected to hold fire at

its interest rate decision on Tuesday. Oil prices ticked lower in Asia but stayed not far from

their highest levels since late September, buoyed by an improved

outlook for crude demand as better-than-expected U.S. jobs

growth added to market hopes a preliminary U.S.-China trade deal

would be reached this month.

U.S. West Texas Intermediate (WTI) crude CLc1 traded at

$56.42 per barrel, down 0.21% after having hit a six-week high

of $57.43 on Monday.

(Editing by Lincoln Feast)

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