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GLOBAL MARKETS-Asia stocks gain as crude oil extends rally on Iran woes

Published 10/05/2018, 03:22 pm
Updated 10/05/2018, 03:30 pm
© Reuters.  GLOBAL MARKETS-Asia stocks gain as crude oil extends rally on Iran woes
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* MSCI Asia-Pacific index up 0.6 pct, Nikkei rises 0.3 pct

* Spreadbetters expect European stocks to open higher

* Asia stocks firmer after oil surge boosts Wall St energy shares

* Ringgit slides after Malaysia vote upset

* Kiwi hits 5-mth low after dovish-sounding RBNZ statement

By Shinichi Saoshiro

TOKYO, May 10 (Reuters) - Asian stocks rose on Thursday, with energy shares leading the way as crude oil prices bolted higher after U.S. President Donald Trump's decision to pull out of a nuclear deal with Iran.

Spreadbetters expected European stocks to open higher as well, with Britain's FTSE .FTSE adding 0.2 percent, Germany's DAX .GDAXI rising 0.4 percent and France's CAC .FCHI gaining 0.3 percent.

MSCI's broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS advanced 0.6 percent, while Japan's Nikkei .N225 climbed 0.3 percent. South Korea's KOSPI .KS11 rose 0.5 percent and Shanghai SSEC was 0.2 percent higher.

Brent crude futures LCOc1 rose 0.8 percent to $77.82 a barrel, the highest since November 2014 and building on gains of about 3 percent on Wednesday. U.S. light crude futures CLc1 were up 0.6 percent at $71.69. O/R

Energy shares soared as crude oil prices reached 3-1/2-year highs, with investors betting the U.S. withdrawal from a nuclear agreement with Iran would increase tensions in the Middle East and curtail oil supply.

Overnight, the Dow .DJI gained 0.75 percent and the S&P 500 .SPX climbed nearly 1 percent, with the S&P energy index .SPNY rallying 2 percent. .N

Rising oil prices in turn pushed up U.S. Treasury yields by fanning inflation concerns. The 10-year Treasury note yield rose to a two-week high above the 3 percent threshold before pulling back to 2.982 percent US10YT=RR .

Shored up by higher yields, the dollar climbed to a 4-1/2-month high of 93.416 against a basket of six major currencies overnight .DXY . The dollar index was last at 92.956.

The New Zealand dollar retreated to a five-month low of $0.6915 NZD=D4 after the Reserve Bank of New Zealand (RBNZ) wrongfooted hawks. It kept interest rates steady as expected, but said its next move might be a cut or a hike. RBNZ surprised markets with a slight dovish shift," said Imre Speizer, an economist at Westpac.

The euro crawled back to $1.1871 EUR= after slipping overnight to $1.1823, its lowest since late December. The dollar was steady at 109.690 yen JPY= after brushing an eight-day peak of 109.930.

MALAYSIAN VOTE UPSET REVERBERATES

Investors in emerging markets, already facing financial uncertainty in countries such as Argentina and Turkey, received another jolt after a stunning election upset in Malaysia.

Moody's ratings agency said the country was now in uncharted territory after an alliance of opposition parties led by former prime minister Mahathir Mohamad shocked the ruling coalition. the past day the Malaysian ringgit slid nearly 3 percent in the one-month non-deliverable forward market and the cost to insure against the country's debt default has risen.

"The surprise win by Mahathir's coalition party is likely to see an increase in policy uncertainty at least in the short term with market volatility likely to be higher," said Sian Fenner, lead Asian economist at Oxford Economics.

Special public holidays were declared for Thursday and Friday following the elections. But, highlighting investor worries, the U.S.-traded iShares MSCI Malaysia ETF EWM plunged 6 percent overnight to a one-year low.

"Malaysian markets are expected to eventually regain some calm as Mahathir's win may not spell a dramatic policy departure from those under (incumbent prime minister) Najib," said Kota Hirayama, senior emerging markets economist at SMBC Nikko Securities in Tokyo.

"Malaysia still enjoys a current account surplus and this could help cushion any fiscal spending policies Mahathir could pursue. That said, the opposition parties that won is a loose coalition and it remains to be seen if they can retain a united front."

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