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EMERGING MARKETS-Indonesia, Philippine shares climb as bond markets calm

Published 01-03-2021, 10:57 am
Updated 01-03-2021, 11:00 am
© Reuters.
USD/JPY
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USD/SGD
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JP225
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BARC
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USD/IDR
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USD/MYR
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USD/PHP
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NSEI
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JKSE
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KLSE
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ID10YT=RR
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KS11
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TWII
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SSEC
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TPGC
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HTHB
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SUPM
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SETI
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PSI
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STI
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* Graphic: World FX rates https://tmsnrt.rs/2RBWI5E

* Singapore, Indonesia shares up 0.9%; Philippines 0.8%

* China Feb PMI grew at slowest pace in 9 months

* China's growth remains fairly robust - Capital Economics

March 1 (Reuters) - Asia's emerging stock markets rose on Monday, led by a near 1% rise in Indonesia and the Philippines, as bond markets ended last week on a calmer note and regional manufacturing activity indicated that a gradual recovery was still on track.

Singapore stocks .STI also climbed 0.9% as a wild ride last week saw U.S. 10-year bond yields US10YT=TWEB peak at 1.61% before ending the week at 1.41% and further dipping on Monday to 1.40%, easing pressure on regional debt markets and equity valuations.

"This is, for now, likely to be a modest wobble," analysts at HSBC wrote in a note, adding that "as long as Asian earnings remain strong and bond yields remain low, the outlook remains positive."

A steady recovery in the manufacturing sector has raised hopes of improvement from the COVID-19 shock although a slowdown in the region's largest market has raised some worry. China's factory activity grew at the slowest pace in nine months in February, while Japan figures showed growth at the fastest pace in over two years and Indonesia and the Philippines also stayed in expansion territory. big picture, supported by the latest figures, is that China's growth remains fairly robust," Capital Economics said after the China data, which was hit by a flare-up in COVID-19 cases.

Indonesia's rupiah IDR= , which backs some of the highest debt yields in emerging markets, dipped 0.4% to its lowest level since early November. Yields on its benchmark 10-year notes ID10YT=RR eased off the day's high to rise 6.5 basis points to 6.66%.

Barclays (LON:BARC) in a note said dollar demand, including for hedging, "is likely to remain elevated as market participants reduce risk," noting foreign investors sold 13.5 trillion rupiah worth of bonds last week, unwinding the bulk of 2021 purchases.

Meanwhile, Malaysian shares .KLSE inched lower with the biggest-listed glove makers down the most.

Top Glove Corp TPGC.KL announced on Friday it planned to raise HK$14.95 billion through a secondary listing in Hong Kong, a move that CGS-CIMB said would dilute earnings per share and was avoidable given that earnings over the next year was expected to be strong. Indonesian 10-year benchmark yields up 6.5 basis points at 6.664%​​, 3-year yields up 4.5 basis points at 5.475%

** Thailand's 10-year government bond yields are down 2 basis points at 1.64%

** Supermax Corp SUPM.KL , Hartalega Holdings Bhd HTHB.KL Top Glove Corp TPGC.KL led losses in Malaysia

Asia stock indexes and currencies at 0349 GMT COUNTRY

FX

FX

FX

INDEX

STOCKS STOCKS

RIC

DAILY % YTD %

DAILY % YTD % Japan

JPY=

+0.00

-3.13 .N225 2.26

7.93 China

CNY=CFXS +0.07

+1.00 .SSEC 0.52

1.56 India

INR=IN

0.00

-0.54 .NSEI 0.00

3.92 Indonesia

IDR=

-0.35

-1.75 .JKSE 0.85

5.28 Malaysia

MYR=

+0.02

-0.77 .KLSE -0.05

-3.09 Philippines PHP=

+0.29

-1.19 .PSI

0.82

-4.05 S.Korea

KRW=KFTC -

-3.32 .KS11 -

4.85 Singapore

SGD=

+0.10

-0.70 .STI

0.88

4.61 Taiwan

TWD=TP

-

+0.63 .TWII -

8.29 Thailand

THB=TH

-0.82

-1.38 .SETI 0.09

3.37

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