Asiatiske analytikere ser tegn på, at de seneste spændinger mellem USA og Kina, som har ført til vestlige sanktioner mod Kina og kinesiske gengældelser, begynder at påvirke aktiemarkederne. Der har været fald på de kinesiske aktier. I dag steg asiatiske aktier dog. Foreløbig er sanktionerne symbolske, men det er første gang, at markederne begynder at reagere på de nye politiske slagsmål.
Uddrag fra Fidelity/Reuters:
Asian shares rebound, U.S.-China tensions overshadow economic optimism
Asian shares bounced back from a three-month low on Friday thanks to a late-day rally on Wall Street as optimism about the global economic recovery was overshadowed by rising tensions between the West and China.
MSCI’s ex-Japan Asia index rose 0.37% after hitting a near three-month low on Thursday, while the Shanghai Composite Index gained 0.78%, snapping a three-day losing streak.
“Recent falls in Chinese shares have been worrying but there’s no change in the fact the Chinese economy is recovering,” said Yasutada Suzuki, head of emerging market investment at Sumitomo Mitsui Bank.
On Thursday, Chinese shares fell near to a three-month low hit earlier in the month. The European Union joined Washington’s allies this week in imposing sanctions on officials in China’s Xinjiang region over allegations of human rights abuses, prompting retaliatory sanctions from Beijing.
“All the sanctions so far have been largely symbolic and should have little economic impact. But the Sino-U.S. confrontation is affecting market sentiment. It could take some time for them to come to any compromise,” Suzuki added.
Japan’s Nikkei rose 0.89% after Wall Street shares staged a rally, driven by cheap, cyclical stocks that have been battered by the pandemic.
The Dow Jones Industrial Average rose 0.62% and the S&P 500 gained 0.52% while the Nasdaq Composite added just 0.12%.
