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JSE firm on bank stress tests

Jul 26 2010 10:43

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Johannesburg - The JSE opened firmly in the black on Monday morning boosted by the results of European bank stress tests late
Friday, which indicted that only a handful of relatively small banks in the region would be required to raise new capital to weather a potential economic downturn.

By 09:16 local time the JSE all share index had risen 0.89%, as resources gained 1.19%, platinum miners climbed 1.17%, and gold miners added 1.20%. Banks picked up 0.94%, financials profited 0.83% and industrials firmed 0.59%.

The rand was bid at R7.37 to the dollar from R7.42 at the JSE's close on Friday. Gold was quoted at $1 193.58 a troy ounce from $1 190.22/oz at the JSE's previous close, while platinum was at $1 552.50/oz from $1 542/oz before.

A local trader said: "Markets are benefiting from the results of stress tests done on European banks on Friday. The Dow reacted positively to the news when it came out, with Europe and the local bourse following suit this morning. There is some concern that the tests aren't stringent enough, but that is more a longer term worry."

He added that the local bourse had not reacted to the strong rand.

European stock markets opened a touch higher on Monday, as market participants reacted with relief to Friday's release of European bank stress tests. However, these gains could be limited amid a degree of scepticism over the rigor of the tests, Dow Jones Newswires reported.

The tests, conducted on 91 banks in the region by the Committee of European Banking Supervisors, found that only seven, relatively small banks would have to raise new capital to weather a potential economic downturn.

The "as expected" verdicts in the stress tests will help bed in some confidence, as a clean bill of health for all 91 of the institutions tested could have been catastrophic, said Cameron Peacock, a market analyst with IG Markets.

However, the inevitable feeling that the tests were too lenient will be the dominating force today and the unpicking of the results can begin, said James Hughes, an analyst at CMC Markets. But "despite the cynicism, the stress tests results are likely to help European indexes add to gains this morning and start the week off on a positive footing."

Looking ahead, there is little in the way of eurozone economic data due for release during the session, so the market will focus on US new home sales data at 14:00 GMT.

On Wall Street on Friday, stocks jumped as investors moved past the results of European bank stress tests to focus on some better-than-expected earnings.

The strength on Wall Street helped Asian stock markets move mostly higher on Monday. "Relief over the (bank test) results may last for this week, but it is possible doubts will later increase on whether the tests were sufficient," said Yutaka Yoshii, general manager at Mito Securities.

Nonetheless, Japan's Nikkei Stock Average was up 0.9%, while South Korea's Kospi Composite was up 0.4%. China's Shanghai Composite Index gained 0.5%, and Hong Kong's Hang Seng Index climbed 0.2%. 

  - I-Net Bridge

 
 
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