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EMERGING MARKETS-Philippine stocks near two-month low, virus woes hit Vietnam

Published 07/27/2020, 03:52 PM
Updated 07/27/2020, 04:00 PM
© Reuters.
USD/JPY
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USD/SGD
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JP225
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USD/IDR
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USD/MYR
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USD/PHP
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NSEI
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JKSE
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KLSE
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KS11
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TWII
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SSEC
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SETI
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PSI
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BNII
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SAME
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BLOOM
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BPI
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STI
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RLC
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AGRS
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VNI
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* Graphic: World FX rates http://tmsnrt.rs/2egbfVh
* Graphic: Foreign flows into Asian stocks https://tmsnrt.rs/3f2vwbA
* Vietnam stocks hit lowest since May 6
* Peso hits more than 3-1/2 year high
* Thailand markets shut for holiday

By Shashwat Awasthi and Pranav A K
July 27 (Reuters) - Philippines shares sank more than 2% on Monday, deepening a sell-off
this month, as coronavirus cases mounted and the country's central bank gave a grim economic
outlook for 2020 ahead of a state of the nation address from President Rodrigo Duterte.
The Taiwanese dollar TWD=TP and the South Korean won KRW=KFTC led gains across Asia
against a globally weak U.S. dollar, with Indonesia's rupiah IDR= firming for the fifth
straight session.
In a quarterly inflation report, however, the Bangko Sentral NG Pilipinas affirmed its
earlier view that its economy would continue to contract for the next two quarters, highlighting
the pain ahead as new virus cases continue to run at more than 2,000 daily.
The risk of a second wave of infections also plagued Vietnam stocks .VNI , which plunged as
much as 5.8% after the country reported new locally transmitted coronavirus cases in more than
three months. Dominic Scriven, chairman of Ho Chi Minh-based asset manager Dragon Capital, said the
discovery of the new virus cluster had been a "shock to the system" for investors.
In Manila, the central bank again emphasised that keeping policy accommodative would
mitigate risks to the economy, but stocks .PSI still slid for a fifth consecutive day to their
lowest since June 1.
The fall leaves them down around 25% for the year against a dip of just 2% for MSCI's broad
index of Asia shares outside Japan. Jennifer Mae V. Lomboy, a fund manager at First Metro Asset Management said Philippine
stocks faced "downward bias as the market awaits direction and concrete support from the
government" in the state of the nation address.
"The officials' balanced action between virus containment and economic activity resumption
are crucial for investors at this point," she said.
Riding the global wave against the dollar, however, the peso PHP= hit its highest since
November 2016.
Investors have been driven out of the traditional security of the dollar by worries about
renewed lockdowns in the United States, bickering over a new fiscal support package and
escalating tensions with China. FRX/

HIGHLIGHTS:

** Singapore's 10-year benchmark yield is up 1 basis points at 0.822%
** In the Philippines, top index losers are Bloomberry Resorts BLOOM.PS down 8.09%, Bank
of the Philippine Islands BPI.PS down 6.47% and Robinsons Land RLC.PS down 5.66%
** Top gainers on the Jakarta stock index .JKSE include Bank Maybank Indonesia Tbk
BNII.JK up 34.44%, Bank IBK Indonesia Tbk AGRS.JK up 34.29% and Sarana Meditama Metropolitan
Tbk SAME.JK up ​25.76%


Asia stock indexes and currencies at 0706 GMT
COUNTRY FX RIC FX DAILY % FX YTD % INDEX STOCKS DAILY % STOCKS YTD %
Japan JPY= +0.60 +2.96 .N225 -0.16 -3.98
China CNY=CFXS +0.27 -0.50 .SSEC -0.04 4.77
India INR=IN -0.02 -4.52 .NSEI -0.37 -8.34
Indonesia IDR= +0.28 -4.28 .JKSE 0.46 -18.94
Malaysia MYR= +0.28 -3.74 .KLSE 0.08 0.13
Philippines PHP= +0.22 +2.95 .PSI -2.37 -25.01
S.Korea KRW=KFTC +0.45 -3.32 .KS11 0.79 0.92
Singapore SGD= +0.16 -2.57 .STI -0.20 -20.12
Taiwan TWD=TP +0.68 +2.56 .TWII 2.31 4.93
Thailand THB=TH 0.00 -5.59 .SETI 0.00 -15.12

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