By Daniel Inman
Chinese stocks surged on Monday, with banks outperforming in
Shanghai as recent economic data offered further signs that Asia's
biggest economy is stabilizing, while Japanese stocks rallied as a
successful Olympics bid boosted sentiment.
Positive economic news from China also offered support to the
region. Trade data out over the weekend showed a pickup in exports
in August, up 7.2% on year, the latest sign that the world's
second-largest economy is recovering from a slowdown earlier in the
year.
In addition, data released in the morning showed that Chinese
inflation remain subdued, with the consumer price index rising 2.6%
on year in August, in line with the median forecast of 11
economists surveyed by Dow Jones.
Also, shares in some Chinese banks shot higher as the market
considered the impact of the upcoming Shanghai free-trade zone,
with banks headquartered in the city hitting the upward trading
limit. Bank of Communications (601328.SH) and Shanghai Pudong
Development Bank both rallied 10%.
The Shanghai Composite rose 3%, while Hong Kong's Hang Seng
Index rose 0.7%.
The Chinese data helped the Australian dollar (AUDUSD) shoot as
high as 92.18 U.S. cents early in the session, compared with 91.85
U.S. cents late Friday in New York, before moderating to 92.02 U.S.
cents.
Shares in Chinese oil giant PetroChina Co. (PTR) were halted in
Hong Kong. The company's stock was suspended in late August due to
an investigation into senior executives.
There were also strong gains in Japan, as data released early
Monday showed that the Japanese economy grew much faster in the
second quarter than initially estimated. April-to-June gross
domestic product grew a revised 3.8% on an annualized basis,
compared with last month's preliminary reading of 2.6%.
Also in Japan, investors were reacting to the weekend news that
Tokyo will host the 2020 Olympics, a decision that benefited the
broader market, with the Nikkei Stock Average up 2.2%.
Sectors that stand to benefit from the event --- such as
construction and real-estate developers --- were buoyed by the
result. Construction firm Kajima Corp. (KAJMF) rocketed 9.7%, while
real-estate company Mitsui Fudosan Co. (8801.TO) jumped 6.5%.
Also supporting Japanese stocks was a softer yen, with the
dollar (USDJPY) moving toward the Yen100 mark -- last at Yen99.64
to the dollar, compared with Yen99.10 late Friday in New York.
Australia's S&P ASX 200 moved 0.7% higher after a weekend
election resulted in the country's first conservative government in
six years, bringing an end to a period of political uncertainty
since the poll was called at the beginning of the year.
Some mining stocks outperformed after the election result, as
the Liberal National coalition has pledged to remove taxes on
carbon emissions and parts of the mining industry. BHP Billiton
(BHP) rose 1.2%, and Rio Tinto (RIO) rose 1.1%.
South Korea's Kospi was up 0.8%.
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