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7/3/12: Markets Continue Well Up

Posted on 03 Jul 2012

NR Markets continue, well up

Tocom opened marginally higher at 246.7 yen/kilo, up 0.5 yen for the benchmark, with the stable overnight European/US. markets. However, the benchmark went higher to reach an intra-day high of 253.0 yen/kilo, up 5.8 yen, on the possibility of Indonesian intervention and hopes of Chinese stimulus before giving back some of its gains. The market settled at 251.2 yen/kilo, up 5.0 Yen. Volume traded was a decent 11,985 lots. The evening kerb session started steady before climbing higher. It closed at 255.1 yen/kilo, up 3.9 Yen.

Shanghai started the day steady, with the September contract up 110 rmb at 23,285 rmb; and similar to Tocom, it reached an intra-day high of 24,095 rmb, up 820 rmb, on the news of possible Chinese stimulus before rationale prevailed. The benchmark closed at 23,880 rmb, up 605 rmb. Volume was good at 663,660 lots.

SGX-Sicom folloowed the band-wagon and closed much higher. Rss3 up 6.8 to 9.9 usc/kg and Tsr20 up 5.5 to 9.2 usc/kg.


DJ Asian Rubber Futures Settle Up; Spillover Optimism From Equities

   By Huileng Tan

  Asian rubber settled higher Tuesday as futures pushed through key levels on
several exchanges on spillover optimism due to speculation that the European
Central Bank and the Federal Reserve will do more to boost their ailing
economies.

  Benchmark December natural rubber on the Tokyo Commodity Exchange settled Y5
higher at Y251.2 a kilogram, above the key Y250/kg level.

  "That Tocom can settle above this level finally is a good sign," said a
Bangkok-based trader.

  He noted that despite improved sentiment in the last few days, Tocom's
movement over the last month is considered limited due to low trading volumes
and open interest levels.

  "Liquidity on Tocom has dropped in the last year due to market uncertainty,
so Tocom price movements now are exaggerated. Many in the trade are in fact
looking at movement in the Y230-Y280/kg range, or if they are less optimistic,
in the Y220-Y260/kg range, so today's trade is still considered rangebound," he
added.

  December Tocom rubber extended gains to close Y3.9 up at the session's high
of Y255.1/kg in the night session. The night session is considered part of the
next trading day.

  Benchmark September natural rubber futures on the Shanghai Futures Exchange
settled 1.8% higher.

  Physical rubber prices were mostly higher. Traders in Thailand said there was
a flurry of activity, as the gains on Tocom sparked buyer concern about a
sustained recovery in prices.
...

 Write to Huileng Tan at huileng.tan@dowjones.com (END) Dow Jones Newswires July 03, 2012 06:47 ET (10:47 GMT) Copyright (c) 2012 Dow Jones & Company, Inc. 070312 10:47 -- GMT


UPDATE 1: China June official services PMI rises to 3-mth high - RTRS

  • June services PMI at 56.7 vs May's 55.2
  • New orders sub-index at 53.7 is year's highest reading
  • CFLP says official PMIs indicate economy stabilising
  • Market expectations remain for more pro-growth policy easing

BEIJING, July 3 (Reuters) - China's services sector expanded at its fastest pace in three months in June, an official survey showed on Tuesday, but left intact market expectations that Beijing will deliver more policy measures to support growth in the near future.

The latest survey by the National Bureau of Statistics and the China Federation of Logistics and Purchasing (CFLP) showed the purchasing managers' index for the country's non-manufacturing sector rose to 56.7 from 55.2 in May, the best reading since a 10-month high of 58.0 recorded in March.

A reading above 50 indicates expanding activity and one below 50 signals contraction, according to the survey methodology.

The reading from the services sector follows two PMI surveys of China's vast manufacturing industry showing factory activity fell to a seven-month low in June, dampened by both external and domestic weakness. (nB9E8FA024)

China's fast-growing services industry, which accounts for about 43 percent of output in the world's Number 2 economy, has so far weathered the global slowdown much better than the factory sector.

"The index shows stable and steady growth momentum of China's services sector. Taking the official PMI indexes under consideration, they all indicate that China's current economic growth shows signs of stabilising," Cai Jin, a vice president at the CFLP, said in a statement accompanying the index.

China's official manufacturing PMI for June confounded market expectations of slippage into contrationary territory and clung to an expansionary reading of 50.2 when it was published on July 1 - albeit at a seven month low.

A sub-index measuring new orders for the services sector r ose to 53.7 in June from May's 52.5, t he highest level so far this year, according to CFLP's Cai.

The input price sub-index fell to 52.1 in June from 53.6 in May, while prices charged h eld below 50 f or the second straight month, at 48.6 versus May's 48.5.

Easing price pressures provice more room to ease monetary policy without igniting inflation - a key worry for policymakers in Beijing obsessed with managing the impact of costs on social stability.

Economists and traders expect the central bank to move soon to cut the required reserve ratio (RRR) for banks again, and many think another cut to borrowing rates is also possible later this year.

China has lowered RRR in three 50-basis point steps since November 2011, freeing up an estimated 1.2 trillion yuan ($190 billion) for fresh lending. It cut benchmark interest rates by 25 bps in early June to 6.31 percent in a surprise move - its first cut since the depths of the global financial crisis.

On the fiscal front, Beijing has fast-tracked investment projects and rolled out new incentives to spur consumer spending on energy-efficient products.

(Reporting by Beijing Economics Team; Editing by Nick Edwards) ((yan.jiang@thomsonreuters.com)

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