2006年9月29日全球金融市场周报（独家双语版）

　　Asia Pacific 亚洲

　　Stock market performance across the Pacific region was also mixed last week, as investors reacted to falling commodity prices, political volatility, and weaker economic news. The MSCI Pacific ex Japan index fell 0.3% in USD but 0.2% in local currency terms. Commodity stocks followed copper, gold and crude oil prices lower. Jiangxi Copper, BHP Billiton and Woodside Petroleum dropped 8.0%, 7.6% and 8.4%, respectively. Exporters, however, received a kick from a declining oil price. Hynix and TSMC made respective gains of 5.6% and 4.1%. Taiwan's TWSI (-0.2%) was constrained by political worries as protestors continued with attempts to unseat the government of president Chen Shui-bian in the wake of a corruption scandal. Strength in the technology sector helped boost Korea's KOSPI (+0.5%), while Singapore's Straits Times and Hong Kong's Hang Seng were both 0.5% higher.

　　India's SENSEX (+0.8%) maintained its upward momentum for a 8th straight week. The market commenced the week with a weak note - falling over 3% on Monday - before improved institutional buying in select large-cap stocks helped the benchmark index recover over the next four days. Foreign institutional investors remained net buyers as the SENSEX finished the week above the psychological 12,000 threshold, the first time since the May correction. Indonesia's JCI (-0.1%) traded flat. Last Friday Yudhoyono's government said it plans to offer as much as USD54.7b of infrastructural projects to investors in four years. In Australia, a sharp drop in commodity prices led to weakness in the country's heavily-weighted mining sector. The All Ordinaries hit a four-week low on its way to a 1.3% decline. The MSCI China Index did not fare as well, falling 0.3%. News that the country's trade surplus had ballooned to a record USD18.8b put pressure on the government to allow the RMB to appreciate. Comments from the IMF that the country needs to tighten its monetary policy in order to avoid a 'boom and bust' scenario added to investor jitters.

　　商品价格下跌、政局不稳，加上经济消息疲惫，上周亚太区股市表现参差。摩根士丹利亚太(日本除外)指数以美元计跌0.3%，以当地货币计跌幅则为0.2%。商品股跟随铜价、金价及

　　台湾示威人士继续抗争要求总统陈水扁下台，加权指数受制于政局忧虑，跌0.2%。科技股造好刺激南韩证交所指数(+0.5%)，新加坡海峡时报指数及香港恒生指数均上升0.5%。印度SENSEX指数(+0.8%)连续第八周维持上升动力。上周一大市曾下跌超过3%，之后大型股机构投资者买盘回升，推动其后四天指数回升。外国机构投资者依然买多于卖，SENSEX指数收市高于12,000点心理关口，是5月份调整以来的首次。

　　印度尼西亚雅加达综合指数表现持平。上周五尤多约诺政府表示，计划推行耗资达547亿美元的基建项目。澳洲方面，商品价格急跌导致重磅矿务股偏软。所有普通股指数一度创四周新低，收市跌1.3%。摩根士丹利中国指数表现较为逊色，跌0.3%。中国贸易盈余扩大至188亿美元新高，导致人民币升值压力加强。国际货币基金组织表示中国有必要收紧银根，以防范“由盛而衰”的经济局面。