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GLOBAL MARKETS-Asian shares edge up before ECB decision, euro near 2-mth lows

Published 25/07/2019, 01:53 pm
© Reuters.  GLOBAL MARKETS-Asian shares edge up before ECB decision, euro near 2-mth lows
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* Asian stock markets : https://tmsnrt.rs/2zpUAr4

* Nikkei, Australian shares hit multi-month highs

* China shares rise on trade talk hopes

* Euro near 2-month lows after weak eurozone PMI

* Market focus on ECB rate decision later in the day

By Swati Pandey and Andrew Galbraith

SYDNEY/SHANGHAI, July 25 (Reuters) - Asian shares rose but struck a more cautious note than a tech-fuelled rally on Wall Street, while the euro stayed near two-month lows as soft economic data fuelled hopes the European Central Bank could cut rates at its meeting on Thursday.

Japan's Nikkei .N225 touched nearly three-month highs before trimming gains to be up 0.33%. Australian shares .AXJO neared a 12-year peak, driven by expectations the ECB and the Federal Reserve will soon lower borrowing costs.

"Lower rates are generally, in a traditional, mechanical way, good news for equity prices," said Jim McCafferty, head of equity research, Asia ex-Japan, at Nomura.

Chinese blue-chips .CSI300 added 0.48%, building on the previous day's gains, as investors looked with hope to a face-to-face meeting between top U.S. and Chinese negotiators next week for progress in the two countries' trade war.

But shares in South Korea .KS11 dropped 0.7% as leading chipmakers shed recent gains amid trade tensions between Seoul and Tokyo. Shares in Taiwan also fell. .TWII

That left the MSCI's broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS up less than 0.2% overall.

On Wall Street, tech companies led the S&P 500 and the Nasdaq to record highs on Wednesday after Texas Instruments (NASDAQ:TXN) Inc TXN.N hinted the slowdown in semiconductor demand would not be as long as feared. .N

Stock investors have generally been encouraged in recent days by hopes of some headway in Sino-U.S. trade negotiations, and expectations of easier monetary policy.

Cementing such expectations, a series of purchasing manager index (PMI) readings in the United States and Europe on Wednesday were weaker than expected.

"Equities have largely brushed off weaker global conditions given the prospects for central bank easing, and an earnings season that has so far seen around 78% of S&P500 companies beating estimates," said Tapas Strickland, director for economics and markets at National Australia Bank.

The Dow .DJI , however, fell 0.29% following disappointing earnings from Boeing (NYSE:BA) Co BA.N and Caterpillar Inc (NYSE:CAT) CAT.N . the closing bell, Facebook FB.O announced forecast-beating revenues for the second quarter, sending its shares higher in extended trading.

The stock has surged over 56% so far this year, despite warnings on future revenue growth from new data privacy rules and forthcoming privacy-focused product changes. attention on Thursday will be squarely on the ECB rate decision after PMI data showed euro zone manufacturing contracted for the sixth straight month.

That dragged the single currency EUR=D3 to $1.1125, a level not seen since late-May. It was last at $1.1134 a rate cut priced at 50%, markets are expecting at least a dovish turn from (ECB chief) Mario Draghi," ANZ said in a note.

In the United States, manufacturing activity slowed to a 10-year low in early July with production volumes and purchases falling. Nomura's McCafferty said that given the unclear ability of ever-looser monetary policy to jump-start growth, global investors are increasingly looking to signs of fiscal support.

"I think that governments around the world are looking to show a bit of muscle and put some money into the economy, whether that's through tax cuts or spending plans," he said.

The dollar index .DXY , tracking the greenback against six major currencies, was flat at 97.724. Against the Japanese yen, the dollar was barely lower at 108.15.

The weak global backdrop saw bond prices rise, with U.S. 10-year yields US10YT=RR down to 2.048% from Wednesday's close of 2.05%. German 10-year Bund yields DE10YT=RR had eased to -0.38% on Wednesday while the Feb-2029 Bund hit a record low yield of -0.42%. GBP= was last trading down 0.05% at $1.2475, after falling for several sessions as market participants feared the looming possibility of a no-deal Brexit under Britain's new prime minister, Boris Johnson.

"If talks between the UK and EU break down, the GBP could see further losses," said Steven Dooley, currency strategist at Western Union Business Solutions.

In commodities, U.S. crude CLc1 added 18 cents to $56.06 per barrel while Brent crude LCOc1 climbed 14 cents to $63.32.

Spot gold XAU= slipped 0.3% to $1,422.06 an ounce, short of last week's peak of $1,452.60.

<^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asia stock markets

https://tmsnrt.rs/2zpUAr4 Asia-Pacific valuations

https://tmsnrt.rs/2Dr2BQA

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^> (Editing by Jacqueline Wong)

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