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GLOBAL MARKETS-Asian shares up as "very good" trade talks boost risk appetite

Published 2019-10-10, 11:50 p/m
GLOBAL MARKETS-Asian shares up as "very good" trade talks boost risk appetite
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* MSCI Asia ex-Japan +1.2%; Nikkei +1%

* Oil rises on OPEC head comments, trade deal hopes

* Trump says U.S.-China negotiations "very, very good"

* Asian stock markets: https://tmsnrt.rs/2zpUAr4

By Andrew Galbraith

SHANGHAI, Oct 11 (Reuters) - Asian shares rose on Friday after U.S. President Donald Trump said he would meet with China's top trade negotiator, stirring hopes for an agreement, while sterling was flat after earlier jumping on optimism over a potential Brexit deal.

Investors' renewed appetite for riskier assets continued to weigh on the safe-haven yen JPY= and U.S. Treasury prices, while oil stayed firm on comments about possible supply cuts from the head of OPEC.

MSCI's broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS rose 1.2%, following on from gains on Wall Street. S&P e-mini futures ESc1 added more than 0.3%.

Australian shares .AXJO climbed 0.8%, while Japan's Nikkei stock index .N225 gained 1%. Chinese blue-chips .CSI300 added 0.5%.

The bullish market mood came after a first day of trade talks between top U.S. and Chinese negotiators, characterised by Trump as "very, very good."

A White House official said the talks had gone "probably better than expected" and a U.S. Chamber of Commerce official briefed by both sides raised the possibility of a currency agreement this week. before Trump's comments, hopes for an agreement helped to lift U.S. markets. The Dow Jones Industrial Average .DJI added 0.57%, the S&P 500 .SPX gained 0.64% and the Nasdaq Composite .IXIC rose 0.6%.

But while optimism around trade talks helped to drive a "classic risk-on session" overnight, the lack of runaway enthusiasm reflected broader investor caution, said Matt Simpson, senior market analyst at GAIN Capital in Singapore. "We know that it's just a few words from Trump."

Further positive developments in trade talks could boost markets on Monday, but low expectations for a deal mean that the lack of an agreement would not "necessarily (be) the end of the world for risk," he added.

Analysts at National Australia Bank said freezing tariffs at current levels would be unlikely to reverse the trade-driven slowdown in economic growth.

"The uncertainty around unresolved structural issues such as IP (intellectual property) theft and subsidies to state owned enterprises are likely to remain deterrents for a pick-up in much needed capital expenditure. On this score details on a potential currency pact will be important," they said in a morning note.

On Friday, the dollar was little changed against the yen at 107.98 JPY= , while the euro gained 0.1% to buy $1.1015. The pound was slightly lower, fetching $1.2436.

The dollar index .DXY , which tracks the greenback against a basket of six major rivals, was down at 98.655 after posting its biggest daily drop in five weeks on waning safe-haven demand for the currency.

The British pound had jumped nearly 2% on Thursday, its biggest daily gain since March, after Irish Prime Minister Leo Varadkar said a Brexit deal could be clinched by the end of October after what he called a very positive meeting with his British counterpart, Boris Johnson. move away from safe havens also lifted the yield on benchmark 10-year Treasury notes US10YT=RR to 1.6733% compared with a U.S. close of 1.656% on Thursday. Yields rose across the curve, with two-year notes US2YT=RR yielding 1.5464% compared with a U.S. close of 1.53%.

In commodity markets, oil prices remained higher after the head of OPEC said the organisation could take action to balance oil markets, including a deeper cut in oil supplies, and amid hopes that progress toward ending the U.S.-China trade war could help to revive economic growth and lift fuel consumption. crude CLc1 was up 0.52% to $53.83 a barrel and global benchmark Brent crude LCOc1 was up 0.49% at $59.39 per barrel.

Gold, which had found its appeal tarnished by rising risk appetite, recovered some ground, with spot gold XAU= trading up 0.1% at $1,495.36 per ounce. GOL/

(Editing by Jacqueline Wong & Simon Cameron-Moore)

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