Hang Seng Index: Trump, China’s Stimulus, and the Fed Rate Cut – Weekly Recap

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HSI 101124 Daily chart

The Hang Seng Index ended its four-week losing streak with a rise of 1.08%. Positive data from China, stimulus hopes and the Fed’s interest rate cut boosted buyer demand for real estate and technology stocks.

The Hang Seng Mainland Properties Index and the Hang Seng Tech Index (HSTECH) ended the week 4.11% and 2.45% higher, respectively. Technology giants Baidu (9988) and Tencent (0700) rose 0.68% and 0.84% ​​respectively, while Alibaba (9988) fell 1.05%.

Concerns about the impact of the Trump tariffs on the Chinese economy also affected demand for HK-listed technology stocks.

On the mainland, the optimistic data and policies delivered more meaningful gains. The CSI 300 rose 5.50%, while the Shanghai Composite gained 5.51%.

Commodity markets: crude oil, iron ore and gold

Commodity markets had another mixed week. The amount of iron ore fell by 0.36% this week. Gold also suffered losses, falling 1.90% as investors reacted to Trump’s victory.

However, WTI Crude Oil advanced 1.28% as the US presidential elections and Hurricane Rafael pushed up prices.

ASX 200 recovers as banking, mining and technology sectors gain lead

The ASX 200 gained 2.17% in the week ending November 8, reversing a 1.13% loss from the previous week. Banking, mining and technology stocks led the weekly gains. The S&P/ASX All Technology Index rose 5.00%.

Northern Star Resources Ltd. (NST), on the other hand, fell 4.49% as gold prices fell.

Nikkei index rebounds on USD/JPY strength and tech sector gains

In the week ending November 8, the Nikkei index rose 3.80%. Despite a modest weekly decline, the USD/JPY remained at the 152 level, supporting demand for export stocks. Technology stocks benefited from the Fed’s rate cut and Nasdaq trends.

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Tokyo Electron (8035) advanced 3.40%, while SoftBank Group Corp. (9984) increased by 4.51%. Nissan Motor Corp. (7201), however, fell 4.23% after lower earnings guidance, the cancellation of the medium-term plan and job cuts.

Outlook

Major upcoming events, including Chinese inflation data, crucial US economic data and future central bank guidance, are likely to influence market risk sentiment. Follow our latest updates to stay informed and manage your risks effectively.

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