2006年9月1日全球金融市场周报（独家双语版）

　　Asia Pacific 亚洲

　　The MSCI Pacific ex Japan index fell 1.7% in USD but 1.4% in local currency terms. Asian exporters fell in sympathy with the weaker-than-expected reading of both consumer confidence and home resales in the US. TSMC and LG Electronics dropped 4.4% and 2.2%, respectively. Sentiments in Taiwan (-2.9%) turned sour following the 18 Aug interest rate hike by China's central bank, with Hon Hai Precision and MediaTek, the world's biggest producer of chips for DVD players, both surrendering 3.7%. China, including Hong Kong, currently accounts for roughly 39% of Taiwan's overseas shipments. July saw Taiwan's export orders rise at a weaker pace for a second straight month. Despite trading in a thin range, India's SENSEX (+0.9%) finished the week above the psychological level of 11,500, with metal issues performing the best, followed by oil and gas.

　　Having finished the week 1.6% higher, China's Shanghai A shares added 1.7% further on Monday after the government relaxed investment restrictions currently applied to foreign institutional investors, raising the prospect of greater fund inflows. Effective next month, overseas fund management and insurance companies with assets of at least USD 5bn can gain approval to invest in yuan-denominated equities and bonds, reduced from the previous USD 10bn threshold. Under the QFII program, 45 foreign institutions so far have been granted licenses to invest a combined USD 7.5bn in yuan-denominated financial securities. Hong Kong's Hang Seng fell 2.2%. China Life Insurance, the country's biggest insurer, said its 1H06 earnings up 72% YoY, beating market expectations. The Beijing-based company said the buoyant Chinese stock market conditions enabled it to earn more investing premiums. Also, China life benefited from a robust Chinese economy, with its share of the life market increasing to 49% as of June 30 from 45% a year ago. YTD through 28 Aug, shares of China life have gone up 97%, comparing with the 28% rise in the Hang Seng China Enterprise Index. Australia's ASX All Ordinaries fell 0.4%. Boosted by an acceleration in building approvals, the country's leading economic index rose for a fourth month in June, suggesting the economy may maintain its solid momentum during 2H06.

　　周

摩根士丹利亚太(日本除外)指数以美元计跌1.7%%，以当地货币计则跌1.4%。美国消费信心及

二手房屋销售数据均逊于预期，拖累亚洲出口股下挫。台积电(TSMC)与乐金电子(LG Electronics)分别跌4.4%和2.2%。中国人民银行于8月18日加息，导致台股气氛逆转 (-2.9%)，鸿海精密(Hon Hai Precision)及全球最大数码影碟播放机芯片生产商瑞丽科技(MediaTek)均下跌3.7%。中国(包括香港在内)目前在台湾对外付运中所占比例约达39%。7月份台湾出口订单增长步伐连续两个月减慢。印度股市交投虽然稀疏，但SENSEX指数 (+0.9%) 收市仍高于11,500点的心理关口。金属股表现最佳，石油及燃气股次之。

　　中国上海A股继上周高收1.6%后，本周一再升1.7%，主要是得力于政府放宽目前对外国机构投资者施加的限制，可望吸引更多资金流入。由下月开始，资产值最少达50亿美元的境外基金管理及保险公司可获准投资于人民币计价股票及债券，而之前的门坎为100亿美元。在“合格境外机构投资者计划”下，迄今已有45家外资机构获批牌照，可投资于人民币计价证券的资金合计达75亿美元。香港恒生指数跌2.2%。中国最大保险公司中国人寿上半年盈利激增72%，超出市场预期。该公司表示中国股市交投畅旺令该公司得以赚取更多投资保险保费。此外，中国人寿亦因中国经济蓬勃而受惠，其在寿险市场所占比例由一年前的45%提高至6月30日的49%。由年初至8月28日止，中国人寿股价上升多达97%，而恒生中国企业指数升幅仅为28%。澳洲所有普通股指数跌0.4%。受到施工批文增加刺激，6月份澳洲领先经济指数连升四月，意味当地经济在今年下半年可维持充沛动力。

(以上资料全部来源于JF Asset Management)

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