Cyber Monday Deal: Up to 60% off InvestingProCLAIM SALE

GLOBAL MARKETS-Asia share rally keeps global bull run on track

Published 16/02/2021, 05:23 pm
© Reuters.
JP225
-
HK50
-
JPM
-
ESZ24
-
CL
-
US10YT=X
-
BTC/USD
-
MIAPJ0000PUS
-
BTC/USD
-

* Tokyo's Nikkei at 30 year high

* Hong Kong at best point in 32 months

* US futures gain 0.5%

* World FX rates http://tmsnrt.rs/2egbfVh (Adds analyst commentary)

By Scott Murdoch and Hideyuki Sano

HONG KONG, Feb 16 (Reuters) - Asian shares rallied on Tuesday, setting the stage for world equities to extend their bull run for a 12th consecutive session, as investors banked on a rollout of coronavirus vaccines to keep the global economic recovery on track.

Oil prices jumped to a 13-month high as a deep freeze due to a severe snow storm in the United States not only boosted power demand but also threatened oil production in Texas.

Asia's surging shares set the way for renewed optimism on global markets.

S&P500 futures ESc1 were up 0.5% and MSCI's all country world index (ACWI), which has risen every day so far this month, ticked up slightly.

MSCI's broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS shot up 0.62%, while Japan's Nikkei .N225 rose 1.4% to a 30-year high.

In Hong Kong, the Hang Seng Index .HSI rose 1.4% to hit a 32-month high, while Australia's S&P/ASX200 .ASXJO gained 0.7% for the session. Mainland Chinese markets will remain closed for the holidays until Thursday.

The positive sentiment was also extended to Bitcoin which flirted with breaking through the $50,000 barrier.

Bitcoin was trading at $49,323.56 BTC=BTSP in the Asian afternoon trading session, slightly below its record high of $49,715 hit on Sunday. Private Bank head of Asia investment strategy Alex Wolf said the ongoing coronavirus vaccine rollout was giving investors confidence that global growth would be protected in 2021.

"This is a positive factor that we are coming into the process of economic normalisation," Wolf said.

Ord Minnett advisor John Milroy said while share markets were positive investors were becoming wary of the future risk of inflation due to central bank and government stimulus programmes in place around the world.

"There is a clear sense with rates staying low for some time yet and investor appetite for equities staying strong we will likely see markets hold up for some time yet," Milroy told Reuters.

"Gaining traction is the thought that inflation could rise much faster and sooner than the Fed is currently thinking. Then if they do raise rates to combat it what happens to equity markets and of course bond markets."

The bullish view on the economy lifted bond yields, with the 10-year U.S. Treasuries gaining 5 basis points to 1.24% US10YT=RR in Asian trade, its highest since late March.

Investors are looking to the minutes from the U.S. Federal Reserve's January meeting, due to be published on Wednesday, for confirmation of its commitment to maintain its dovish policy stance over the near future. That in turn is set to keep a tab on bond yields.

But some analysts say investors should keep a wary eye on bond yields.

"If U.S. bond yields keep rising, that could start to unsettle stocks," said Masahiro Ichikawa, chief strategist at Sumitomo Mitsui DS Asset Management.

Wolf said JPMorgan (NYSE:JPM)'s private bank forecast U.S. 10-year yields could reach 1.5% by the end of 2021, as investors again banked on further economic stimulus which could help global growth prospects.

"An increase in yields is not a large concern for the rest of the world. It's the pace of the increase that tends to matter most from an Asian perspective. If there's a rapid repricing then that can have a negative effect for emerging markets," he said.

U.S. President Joe Biden is pushing ahead with his plan to pump an extra $1.9 trillion in stimulus into the economy, in a further boost to market sentiment.

U.S. crude futures CLc1 were trading up 1.1% at $60.11 per barrel.

<^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ World FX rates YTD

http://tmsnrt.rs/2egbfVh Global asset performance

http://tmsnrt.rs/2yaDPgn

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.