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Asian shares, oil higher but worries about growth linger

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Reuters TOKYO
Last Updated : Apr 19 2013 | 1:15 PM IST

By Chikako Mogi

TOKYO (Reuters) - Asian shares and oil prices climbed on Friday, but more soft U.S. economic data and mixed U.S. earnings sustained worries over global growth at the end of a volatile week that began with a broad sharp sell-off.

European stock markets were seen recovering, with financial spreadbetters predicting London's FTSE 100, Paris's CAC-40 and Frankfurt's DAX would open as much as 0.3 percent higher.

U.S. stock futures were up 0.4 percent to suggest a firm Wall Street open.

The MSCI's broadest index of Asia-Pacific shares outside Japan was up 0.9 percent after falling 0.6 percent the previous session. The index was on track for a weekly loss of 0.5 percent. The materials sector led the gains with a 2.3 percent jump.

Shanghai shares were the regional top outperformer, with a 2.1 percent gain, followed by a 1.5 percent rise in Hong Kong shares , as investors cheered local news reports pointing to increased foreign interest in Chinese shares.

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Australian shares were up 0.2 percent as mining stocks rebounded on short-covering after a pause in the recent heavy selling in commodities. The Australian dollar edged up 0.2 percent to $1.0324.

"Today it's just a bit of short-covering on those stocks," said City Index market analyst Jonathan Preston about Australian shares. "The miners have really had a tough time on the back of falling commodities."

Oil and gold recovered overnight but remained vulnerable.

Spot gold was up 0.6 percent to $1,398.71, rebounding after falling nearly 3 percent in Asian trade on Thursday and from its lowest in more than two years of $1,321.35, touched on Tuesday.

Brent crude oil rose 0.5 percent to $99.59 a barrel after dipping below $100 to a low of $96.75 on Thursday, its lowest since early July. U.S. crude rose 0.6 percent at $88.23, off a 2013 low of $85.61 hit on Thursday.

FUNDS PULLED FROM COMMODITIES

Investors in U.S.-based funds pulled a record $2.7 billion out of commodities and precious metals funds in the week ended April 17, raising a red flag over the global economy's growth prospects. The data from Thomson Reuters Lipper service also showed that Japanese stock funds attracted a record $1.67 billion.

Data on Thursday showed the number of Americans filing new claims for unemployment benefits rose last week and factory activity in the U.S. Mid-Atlantic region cooled in April.

Japan's Nikkei average gained 0.7 percent as the yen's resumed decline helped improve sentiment.

The dollar rose 0.4 percent to 98.55 yen as traders believed a Washington meeting of Group of 20 countries, which began on Thursday, would show understanding that the weak yen trend stems from Japan's aggressive monetary easing aimed at beating stubborn deflation, and not simply competitive devaluation.

Japan did not face opposition to its aggressive monetary easing at the first day of the two-day G20 meeting, Finance Minister Taro Aso said on Thursday.

"The dollar's long-term uptrend against the yen remains intact, but overall the U.S. currency's direction is not clear as the recent softer economic indicators have clouded the prospect of the Federal Reserve shifting its current stimulus framework," said Ayako Sera, market economist at Sumitomo Mitsui Trust Bank.

EURO STAYS VULNERABLE

The euro, on the other hand, clearly was vulnerable and may face downward pressures next week if a batch of end-month economic reports due then showed weakness in economic activities in the euro zone, Sera said.

The single currency also faces political risks, with Italy's parliament failing to elect a new state president in its first vote on Thursday, raising concerns that the lack of a government would delay fiscal reforms and undermine the economy.

The euro was resilient, holding steady around $1.3064.

Morgan Stanley said in a research note that while weak global growth signals and commodity prices suggest continued testing times over the next couple of months, the liquidity being pumped into markets by central banks will continue to lend support.

"We expect the current pause in currency market trends to be temporary, providing renewed opportunities to establish bullish positions in many of the pro-cyclical currencies," it said.

(Additional reporting by Maggie Lu Yueyang in Sydney; Editing by Richard Borsuk)

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First Published: Apr 19 2013 | 11:57 AM IST

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