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Asia Pacific 亚洲
Markets across the Pacific region experienced a strong rebound last week. The MSCI Pacific ex Japan index rose 4.7% in USD but 3.8% in local currency terms. Exporters such as Samsung Electronics (+6.2%), TSMC (+3.2%) and Yue Yuen (+5.2%) led the gains. Raw material stocks rose, following metals prices higher. BHP
Billiton, Rio Tinto Group, and Jiangxi Copper gained 5.2%, 1.6% and 13%, respectively. Mirroring similar gains in crude prices, Woodside Petroleum and PetrolChina made respective gains of 5.8% and 8.5%. Taiwan, which had been racked by political instability, also performed particularly well, with the TWSI up 3.9% as President Chen Shui-bian survived a bid to oust him. The stock rally came even as Taiwan's central bank last Thursday lifted its policy interest rate by 0.125% to 2.5%, the highest in almost 5 years.
Korean stocks rose from last week's heavy falls, as investors became more optimistic about the prospects for first-quarter corporate earnings. The KOSPI benchmark index (+5.4%) finished the week at its highest level since November. India's SENSEX (+2.0%) rose for the third week in a row amid volatile trading. Investors turned to be more selective with fundamentally strong stocks closing sharply higher. Gains by four stocks, namely RIL, ITC, Infosys and Wipro, contributed 71% of the total gain delivered by the SENSEX. Hong Kong's Hang Seng rose 2.9%. Despite the US interest rate hike last Thursday Hong Kong's major banks decided to hold their benchmark lending rates steady, partly reflecting ample liquidity within the local banking system. Also in buoyancy were China's A shares (+4.2%). Last Sunday the China Securities Regulatory Commission issued regulations allowing investors to buy stocks on margin and to sell borrowed shares, moves aimed at tapping the nation's USD4tn of bank deposits and boosting trading, as well as paving the way for the eventual introduction of short-selling on mainland exchanges.
上周太平洋地区股市强力反弹。摩根士丹利太平洋(日本除外)指数以美元计升4.7%，以当地货币计则升3.8%。三星电子(Samsung Electronics)、台积电和裕元等出口股升势领先。原材料股跟随金属价格上扬。BHP Billiton、Rio Tinto Group及江西铜业分别升5.2%、1.6%及13%。Woodside Petroleum及中国石油受原油价格上升刺激而分别升5.8%及8.5%。
之前因政局不稳而大跌的台湾股市亦表现甚佳，总统陈水扁安然渡过“倒扁潮”，加权指数升3.9%。即使上周四台湾央行加息八分一厘至2.5厘，大市依然向好。前周重挫的南韩股市亦见回升，投资者对首季公司业绩更感乐观，大市升5.4%，以11月至今的最高位收市。 印度SENSEX指数(+2.0%)连升三周，但走势反复。投资者选择性吸纳基本因素雄厚的企业，推动有关股份大幅高收。SENSEX指数升幅当中有71%乃来自RIL、ITC、Infosys及Wipro四只股份。
香港恒生指数升2.9%。美国虽于上周四加息，香港各主要银行却决定维持基准贷款利率不变，部分反映本港银行体系资金充裕。中国A股(升4.2%)亦交投活跃。中国证监会于上周日颁布规例，容许投资者以孖展形式买入股票，并可沽售借入的股份，此举旨在加强运用全国合共40,000亿美元的银行存款及刺激交投，并为最终引入沽空交易而铺路。
(以上资料全部来源于JF Asset Management)
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