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GLOBAL MARKETS-China data lifts Asian stocks but caution returns after chaotic debate

Published 2020-09-30, 12:11 a/m
© Reuters.
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* Equities, currencies await debate

* MSCI AxJ -0.1%, set for worst monthly loss since March

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

By Tom Westbrook and Stanley White

SINGAPORE/TOKYO, Sept 30 (Reuters) - Asian shares crept higher on Wednesday after data showed China's economic recovery gathering steam, but a chaotic first U.S. presidential debate between President Donald Trump and Democrat Joe Biden weighed on the mood.

U.S. equity futures slipped and the dollar, regarded as a safe-haven currency, drew support in the wake of the debate as it offered few insights into the outcome of the U.S. election.

MSCI's broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS rose 0.3% led by a 1.2% gain in Hong Kong .HSI . .HK

S&P 500 futures ESc1 were volatile, and gave up gains as large as 0.7% to trade 0.5% lower for the day after President Donald Trump again cast doubt on whether he would accept the election's outcome. also lifted the dollar a touch from overnight lows.

The first face-off between Trump and Biden was seen by some political analysts as Trump's best chance to upend a race where he has lagged in the polls.

In a confrontational debate marked by constant interruptions from both candidates, Biden pressed Trump over his handling of the coronavirus and Trump responded with aggressive personal attacks.

"Right now, it looks like an even split between Trump and Biden, so it is difficult for the markets to move," said Ayako Sera, market strategist at Sumitomo Mitsui Trust Bank in Tokyo.

"What people are most concerned about is the fairness of the election and how it will be carried out...under normal circumstances, the positive economic data from China we've seen would support risk-off trades, but this time is different."

China's factory activity expanded at a faster pace in September, helped by a return to exports growth after several months of shrinking sales, bolstering a steady recovery for the economy as it rebounds from the coronavirus shock. official manufacturing Purchasing Manager's Index (PMI) rose to 51.5 in September from 51.0 in August. Analysts had expected it to pick up slightly to 51.2.

A separate private survey, also released on Wednesday, painted a similar picture of the manufacturing sector gaining momentum with new export orders posting their biggest rise in three years. Hong Kong, where gains were broad based, stocks in Shanghai .SSEC rose 0.5%. Australia's ASX 200 slipped 1.6%.

World stocks .MIWD00000PUS have lost 3.7% in September, their worst monthly performance since March.

PROSPECT OF CONTESTED RESULT

The debate did not move the needle in betting markets, which project a narrow Biden victory, and currency markets were broadly steady.

But as the election draws closer, investors are expecting a bumpy final lap of the campaign and are bracing for the possibility that the result is unclear on polling day.

Options trade shows that volatility is expected through October and November JPY2MO= .

The euro EUR= pulled back from week-high $1.1755 after the debate to $1.1732. The risk-sensitive Australian dollar AUD=D3 slipped to $0.7114.

During the debate Trump and Biden battled fiercely over Trump's leadership in the coronavirus pandemic, the economy and taxes.

Biden said in the closing stages of the debate that he would accept defeat if he lost at the ballot box, while Trump repeated, without evidence, his concerns that mail-in ballots could encourage fraud.

"I don't think we were expecting anything else from Trump," said Chris Weston, head of research at Melbourne brokerage Pepperstone.

Elsewhere oil prices fell back toward two-week lows touched overnight amid rising concerns about fuel demand as the coronavirus pandemic worsens. O/R

Brent crude futures LCOc1 were last down 1.2% at $40.56 a barrel and U.S. crude futures CLc1 were down by the same margin at $38.84 a barrel.

Gold XAU= slipped 0.4% to 1,890 an ounce.

<^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Global assets

http://tmsnrt.rs/2jvdmXl Global currencies vs. dollar

http://tmsnrt.rs/2egbfVh Emerging markets

http://tmsnrt.rs/2ihRugV MSCI All Country Wolrd Index Market Cap

http://tmsnrt.rs/2EmTD6j

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^> (Reporting Tom Westbrook in Singapore. Additional reporting by Pete Schroeder in Washington. Editing by Shri Navaratnam & Simon Cameron-Moore)

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