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GLOBAL MARKETS-European stocks climb to record on hopes of limited coronavirus economic hit

Published 15/02/2020, 12:13 am
© Reuters.  GLOBAL MARKETS-European stocks climb to record on hopes of limited coronavirus economic hit
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* Euro STOXX 600 hits record highs

* Prospect of government stimulus support shares globally

* Mainland China shares have recovered most of virus-caused losses

* Euro falls to 3-year low

* Graphic: World FX rates in 2020 http://tmsnrt.rs/2egbfVh

* Graphic on coronavirus https://tmsnrt.rs/3aIRuz7

(Adds UBS quote, updates prices)

By Tom Wilson

LONDON, Feb 14 (Reuters) - Stock markets across the world ticked higher on Friday, as investors bet that the damage to the global economy from

China's coronavirus outbreak would not be long-lasting.

Europe's broad Euro STOXX 600 .STOXX hit a record high, gaining 0.1% to mirror gains in Asia after a choppy start to the day.

Indexes in London .FTSE and Frankfurt .GDAXI gained 0.1% and 0.2% respectively, with the former moving higher after AstraZeneca AZN.L shares turned positive. The drugmaker had earlier fallen 5% after it said it would take a hit from the coronavirus outbreak. was a similar picture in Paris .FCHI , which clawed back some early losses as Renault RENA.PA shares turned positive. It was last down 0.1%.

Renault had dropped over 4% on its first loss in 10 years as the car company set a lower operating margin goal for 2020, a crunch year for its planned reboot alongside partner Nissan after a scandal surrounding former boss Carlos Ghosn. Street futures EScv1 pointed to a slightly higher open.

Chinese health authorities reported more than 5,000 new cases of the disease, with the National Health Commission saying it had recorded 121 new deaths on the mainland on Feb. 13, taking the accumulated total infected to 63,851 people. said they thought the economic impact of the outbreak would not be as deep as feared, with some also finding succour in a spread beyond China that is not as rapid as feared.

Others have latched on to the possibility of further central bank stimulus measures in response to any slowdown. China's central bank, for example, has already pumped liquidity into its economy.

"Our base case is that the virus can be largely controlled by end-March," Mark Haefele, chief investment officer at UBS Global Wealth Management, wrote to clients.

"The negative impact on the economy will be mostly confined to 1Q," he wrote, predicting that growth would rebound from March on the release of suppressed demand and monetary and fiscal policy support.

MSCI world equity index .MIWD00000PUS , which tracks shares in 49 countries, was flat.

Earlier, Asian shares had earlier risen towards their second straight week of gains, helped by hopes governments will make provisions to soften the impact on their economies from the coronavirus epidemic.

MSCI's broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS rose 0.1% for a weekly gain of almost 2%. China's blue-chip CSI300 shares .CSI300 , meanwhile, rose 0.7%, having staged a stunning recovery to claw back 95% of their losses made after the outbreak.

"China is already easing its monetary policy and providing more liquidity while more stimulus is likely," said Yukino Yamada, senior strategist at Daiwa Securities.

In its weekly number crunch of markets, analysts at BofA said there had been a record $23.6 billion pumped into bond funds over the last week and big inflows into almost everything else as well. also spotted that an interest rate cut in Mexico on Thursday had chalked up the 800th cut by global central banks since the collapse of Lehman Brothers in September 2008. That works out roughly one every five days on average.

Still, some did say they were dialling down bets on equities amid lingering uncertainty on how the crisis would unfold.

"We have actually taken some money out of equities this week," said Rory McPherson, head of investment strategy at Psigma Investment Management.

"Markets have been overly focused on the good, and not giving a balanced view on whether the stimulus from China isn't effective."

EURO BLUES

In currency markets, traders had other matters than the cornoavirus on their minds.

The euro EUR=EBS slumped to another near-three-year low, with worries lingering about slowing growth in the euro zone and rising political uncertainties in Germany.

Euro zone growth slowed as expected in the last quarter of 2019 as French and Italian GDP shrank but employment growth picked up more than expected, official estimates showed.

The euro did not waver on the numbers, having earlier fallen to as low as $1.0827.

The single currency last stood flat at $1.08390. It has lost 1% so far this week and is on track for its worst two-weekly performance since mid-2018.

Others market players noted growing demand for the U.S. dollar.

"Investors will surely avoid Asia for the time being and will shift funds to the U.S., geographically the most separated from the region," said Norihiro Fujito, chief investment strategist at Mitsubishi UFJ Morgan Stanley (NYSE:MS) Securities.

Against a basket of currencies, the dollar .DXY hit a four-month high and was last at 99.115. It has risen 1.8% so far this month. The U.S. currency has been trampling everything in its path, including emerging market currencies.

Brazil's real BRL= has hit a record low forcing its central bank to intervene to prop it up, while Turkey's lira TRY= has crumpled to a near nine-month low.

Oil edged higher and was on track for its first weekly gain in six weeks, backed by expectations that producers will implement deeper output cuts to offset slowing demand in China caused by the coronavirus epidemic. Brent crude futures LCOc1 were up 85 cents at $57.19 a barrel.

For Reuters Live Markets blog on European and UK stock markets, please click on: LIVE/

https://tmsnrt.rs/37rQEUu

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