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☆ Morgan Stanley has named its top global dividend stocks for this quarter
▼ + stars: | 2024-04-17 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +2 min

The unpredictability has led some analysts to reiterate their recommendation to buy dividend stocks. According to Morgan Stanley, the MSCI Asia Pacific ex-Japan High Dividend Index outperformed the MSCI Asia Pacific ex-Japan index in the first quarter of the year, albeit by only 0.58%. The cautious investors' sentiment also drives allocation toward Quality Dividend stocks," the investment bank's analysts wrote in an Apr. These translate into a higher UST bond yields and particularly favoring dividend stocks to outperform." The latter has a forward dividend yield of 8%, according to Morgan Stanley, comfortably higher than the average of 5.1% on the screen.

Persons: Morgan Stanley, Morgan, CNBC's Michael Bloom Organizations: MSCI Asia, Asia, UST, U.S . Treasury, China Overseas Property Holdings, China Medical System Holdings, Bank of China Locations: Japan, Asia, Pacific, China, Taiwan

☆ Goldman Sachs just added stocks to its top Asian picks, giving one over 45% upside
▼ + stars: | 2024-04-12 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +3 min

Goldman Sachs has refreshed its conviction list of top stocks in Asia Pacific this month, adding some names and removing others. Here are two additions to Goldman Sachs' Asian conviction list, and two removals: China Resources Beer Goldman analyst Leaf Liu said he was positive on the outlook for Chinese beer manufacturer and distributor China Resources Beer . Goldman Sachs has a 12-month price target of 51 Hong Kong dollars ($6.51) on the stock, giving it potential upside of around 46%. NTPC India's power generation company NTPC — formerly the National Thermal Power Corporation — was another addition to Goldman's conviction list. Shionogi, China Medical System Meanwhile, the Wall Street bank removed two pharmaceutical players — Japan's Shionogi and the China-headquartered China Medical System — from its conviction list.

Persons: Goldman Sachs, China Resources Beer, Leaf Liu, CRB, —, National Thermal Power Corporation —, Apoorva Bahadur, Bahadur, Goldman, — Japan's Shionogi, — CNBC's Michael Bloom Organizations: MSCI Asia, China Resources, China Resources Beer Goldman, China Resources Beer, Brands, Star, Heineken, Hong, Franklin FTSE, National Thermal Power Corporation Locations: Asia Pacific, Japan, China, ,, Tianjin, premiumization, Hong Kong, Franklin FTSE China, Shionogi

☆ Morgan Stanley names Asia-Pacific 'alpha' stock ideas for February — giving one nearly 80% upside
▼ + stars: | 2024-02-15 | by ( Weizhen Tan | ) www.cnbc.com time to read: +1 min

Overall, the MSCI Asia-Pacific index gained 11.8% for 2023, with the MSCI China index losing around 11%. Those interested in stock-picking rather than passive investing can look to Morgan Stanley's list of Asian stocks it calls "alpha" opportunities for February. India's Tata Consultancy , an IT services and consulting company, which was upgraded by Morgan Stanley to overweight in January, was named as another top idea. Morgan Stanley believes "resilient revenue, strong [earnings before interest and taxes] margins, and positive management commentary will likely sustain valuation premium if execution improves." These are some stocks from the full list of Morgan Stanley's top overweight-rated stocks for February.

Persons: Morgan Stanley's, Morgan Stanley, MediaTek, — CNBC's Michael Bloom Organizations: Investors, Nikkei, BSE, Alpha, Tata Consultancy Locations: Asia, China, India, Japan, —

☆ Here's Morgan Stanley's 'conviction list' of global dividend stocks
▼ + stars: | 2024-01-19 | by ( Weizhen Tan | ) www.cnbc.com time to read: +1 min

Dividend stocks in the Asia-Pacific beat the broader market in the fourth quarter of 2023 — bucking the trend in other regions. According to Morgan Stanley, the MSCI Asia Pacific ex Japan High Dividend Index outperformed the MSCI Asia Pacific ex Japan index by 1.76% in the fourth quarter last year. For the Asia-Pacific ex Japan region, Morgan Stanley produced a screen of what it called its "conviction list" of dividend stocks, using these criteria on a 12-month forward-looking basis: Likely to outperform the MSCI Asia Pacific ex Japan High Dividend Index. Low risk of having dividend cuts, as rated by Morgan Stanley analysts. Here are some stocks that appeared in Morgan Stanley's screen.

Persons: Morgan Stanley, Morgan, — CNBC's Michael Bloom Organizations: MSCI Asia, Asia, Fed Locations: Asia, Pacific, MSCI Asia Pacific, Japan, Asia Pacific

☆ BYD and more: AllianceBernstein names top Asian stock picks for the next 6 months, gives one over 60% upside
▼ + stars: | 2024-01-19 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +4 min

"We also believe the demand for memories will remain strong thanks to the growing demand for generative AI and more broadly for compute," the bank's analysts wrote. AllianceBernstein expects the share price of Samsung to hit 92,000 Korean Won ($68.44) in the next 12 months, giving it potential upside of 29.4%. "BYD's unparalleled cost structure and vertical integration of powertrain will enable it to achieve a dominant market share in this segment," the bank's analysts wrote. AllianceBernstein's target price of 334 Hong Kong dollars ($42.71) gives it around 61.5% upside. AllianceBernstein gave the giant a price target of $170, giving it around 33% upside.

Persons: Bernstein, Ann Larson, AllianceBernstein, Tesla, Holdings AllianceBernstein, PDD, — CNBC's Michael Bloom Organizations: Street, Samsung Electronics, SK Hynix The South, Samsung, Won, SK Hynix, Hong, Holdings, PDD Holdings Locations: Asia, China, Hong Kong

☆ Morgan Stanley names global 'alpha' stock ideas for January — and gives one 50% upside
▼ + stars: | 2024-01-16 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +2 min

Asian markets may have had a rocky 2023, but those looking for pockets of opportunities in the region can look to Morgan Stanley's selection of "alpha" stocks. Another top stock that Morgan Stanley is overweight on is the Singapore-headquartered United Overseas Bank . Here are 10 stocks from Morgan Stanley's full list of top overweight-rated stocks for January. Notable bottom-ranked stocks Morgan Stanley also named its "notable bottom-ranked stock ideas." These factors "should result in a wider discount to peers like Telstra ," the investment bank's analysts wrote.

Persons: Morgan Stanley's, Morgan, Morgan Stanley, Michael Bloom Organizations: Alpha, Asia, SK Telecom, Korea, United Overseas Bank, ASEAN, Morgan, TPG Telecom, Telstra Locations: Asia, Pacific, Japan, Asia Pacific, Korean, Singapore

☆ Asia stocks closing in on strongest month since January
▼ + stars: | 2023-11-30 | by ( Kane Wu | ) www.reuters.com time to read: +4 min

A man is reflected on an electric stock quotation board outside a brokerage in Tokyo, Japan April 18, 2023. The MSCI Asia-ex-Japan stocks index (.MIAPJ0000PUS) is up 6.7% so far this month, setting it on course to mark the best month since January. South Korea's KOSPI (.KS11) has led the rally in Asia with 10.5% gains this month, followed closely by Taiwan (.TWII) and Japan's Nikkei Average index (.N225). Ten-year U.S. yields are down more than 60 basis points in November, on track for the steepest monthly drop since late 2008. U.S. financial conditions are the loosest since early September and have eased 100 basis points in a month, according to Goldman Sachs.

Persons: Issei Kato, Korea's, Christopher Waller, Waller, Redmond Wong, Goldman Sachs, J.P.Morgan, Brent, Kane Wu, Vidya Ranganathan, Sam Holmes Organizations: REUTERS, Fed, Stock, U.S, Wednesday, Saxo Markets, Organization of, Petroleum, Reuters, Thomson Locations: Tokyo, Japan, HONG KONG, U.S, Asia, Taiwan, Greater China, China, Russia, Hong Kong

FILE PHOTO: A screen showing the Hang Seng stock index is seen outside Exchange Square, in Hong Kong, China, August 18, 2023. REUTERS/Tyrone Siu/File Photo Acquire Licensing RightsDec 1 (Reuters) - A look at the day ahead in Asian markets. They include Australia, South Korea and India, as well as China's 'unofficial' PMI. Foreigners already appear to be voting with their feet - China just recorded its first-ever quarterly deficit in foreign direct investment. Here are key developments that could provide more direction to markets on Friday:- PMIs for Australia, South Korea, India, China- Japan unemployment (October)- Indonesia inflation (October)By Jamie McGeever Editing by Josie KaoOur Standards: The Thomson Reuters Trust Principles.

Persons: Tyrone Siu, Dow Jones, Jamie McGeever, Josie Kao Organizations: REUTERS, PMI, National Bureau, Statistics, Japan's Nikkei, U.S ., Thomson, Reuters Locations: Exchange, Hong Kong, China, Japan, South Korea, Indonesia, Australia, India, Asia

☆ As global rates turn, banks in India and Indonesia set to win
▼ + stars: | 2023-11-29 | by ( Ankur Banerjee | ) www.reuters.com time to read: +4 min

Loan growth at Asian banks is estimated to rise from 4.5% this year to 10% next year, LSEG data shows, with banks in India and Indonesia leading with 15% and 11% growth, respectively. Ng likes banks in India and Indonesia, given the better economic growth in those economies and ability of banks to sustain margins. LSEG data shows profits at banks in India and Indonesia will grow 13% and 11% respectively next year, nearly double the 6% average rise across Asia-Pacific banks. That compares to price-to-book ratio for MSCI's index for all-country Asian banks (.dMIAS0CB00PUS) of 0.9. Banks in Australia are estimated to see a drop of 5% in profit in 2024 while profits at Singapore banks will be flat.

Persons: Frederic Neumann, Neumann, Morgan, Yao Ng, abrdn, Ng, Vinay Agarwal, Agarwal, Morgan Stanley, Ankur Banerjee, Gaurav Dogra, Patturaja, Vidya Ranganathan, Simon Cameron, Moore Organizations: U.S . Federal, Fed, HSBC, ICICI, Kotak Mahindra Bank, Axis Bank, FSSA Investment Management, Indonesia's Bank Central Asia, BCA, Reuters, Thomson Locations: SINGAPORE, India, Indonesia, Thailand, Asia, Japan, J.P, Pacific, Singapore, Hong Kong, South Korea, Banks, Australia, China, Bengaluru

☆ Alibaba, Baidu and more: Jefferies names Asian stocks with significant 'hidden value'
▼ + stars: | 2023-11-23 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +3 min

Asian stock markets may have had a weak year, but excessive cash in the region's companies is a hidden opportunity for investors, according to Jefferies. Asian ex-cash P/E is just 9.1 times, indicating "significant value," Jefferies' analysts noted. The region's stocks are also "appealing from the shareholder return perspective," given stronger prospects of buybacks backed by free cash flows and high cash balances, they wrote. Jefferies screened for Asian companies with "significant ex-cash value and strong fundamentals," and which it said make "good candidates" for buybacks and dividends. Other Asian stocks that made Jefferies' list include Singapore's transport company ComfortDelGro and Indian oil and gas company Petronet .

Persons: Jefferies, JD.com, iPhones, — CNBC's Michael Bloom Organizations: MSCI HK, Baidu, China Communications Services, Qingdao Port International, Energy, Vipshop Holdings, Technology, Singapore South, Kia, Hyundai, Orion Corp Locations: Asia, Pacific, Japan, China, Qingdao, South Korea, Australia, Singapore, Singapore South Korean

☆ Asia stocks waver, expectations of Fed pause intact after data
▼ + stars: | 2023-11-16 | by ( Julie Zhu | ) www.reuters.com time to read: +4 min

U.S. economic data this week has left investors in the same state of confusion about Fed policy as they have been in for weeks. "A period of consolidation seems warranted, especially if Fed officials push back against the recent easing in financial conditions." Australian shares (.AXJO) were down 0.33%, while Japan's Nikkei stock index (.N225) slid 0.36%. On Wednesday, U.S. stocks closed slightly higher, as the inflation data reinforced investor hopes the Fed is done raising interest rates, while retail stocks were boosted by an upbeat forecast from Target. The two-year yield , which rises with traders' expectations of higher Fed fund rates, touched 4.8991% compared with a U.S. close of 4.916%.

Persons: Issei Kato, HSI, Joe Biden, Xi Jinping, Brent, Julie Zhu, Vidya Ranganathan, Lincoln Organizations: REUTERS, ANZ, Japan's Nikkei, Nikkei, Target, Dow Jones, Nasdaq, Treasury, Thomson Locations: Tokyo, Japan, HONG KONG, Asia, Pacific, U.S

REUTERS/Kim Kyung-Hoon Acquire Licensing RightsNov 17 (Reuters) - A look at the day ahead in Asian markets from Jamie McGeever, financial markets columnist. The Asia Pacific economic data and policy calendar on Friday is very light, with only Malaysian third quarter GDP and current account reports scheduled for release. Ahead of the data the ringgit is trading around 4.6850 per dollar, near last month's 25-year low of 4.79 per dollar. Anyone hoping for market-moving news from the Asia Pacific Economic Cooperation forum in San Francisco will have been disappointed. The gathering of APEC leaders has been cordial and cooperative but, viewed through an economic and market lens, lacking any real substance.

Persons: Kim Kyung, Jamie McGeever, Joe Biden, Xi Jinping, Fed's Barr, Collins, Daly, Josie Kao Organizations: Nikkei, REUTERS, Treasury, Asia, Malaysian, Asia Pacific Economic Cooperation, APEC, CSI, Brent, Thomson, Reuters Locations: Tokyo, Japan, U.S, Asia Pacific, Asia, San Francisco, China, Malaysia

An investor looks at an electronic board showing stock information at a brokerage house in Shanghai, China July 6, 2018. REUTERS/Aly Song/File Photo Acquire Licensing RightsNov 16 (Reuters) - A look at the day ahead in Asian markets from Jamie McGeever, financial markets columnist. The economic calendar sees the release of Japanese trade data, machinery orders and the closely-watched 'tertiary activity index', as well as Australian unemployment and Chinese house prices. On the policy front, the Philippine central bank is expected to keep its key interest rate unchanged at 6.50% on Thursday, although there's an outside chance it might hike to 6.75%. Here are key developments that could provide more direction to markets on Thursday:- Japan trade (October)- China house prices (October)- Philippines interest rate decisionBy Jamie McGeever;Our Standards: The Thomson Reuters Trust Principles.

Persons: Aly, Jamie McGeever, Goldman Sachs, China's Alibaba Organizations: REUTERS, Investors, Treasury, Nikkei, Barclays, Bank of Japan, Lenovo, Thomson, Reuters Locations: Shanghai, China, Asia, Japan, Philippine, Philippines

☆ Morgan Stanley picks global 'alpha' opportunities for November — and gives one about 60% upside
▼ + stars: | 2023-11-14 | by ( Weizhen Tan | ) www.cnbc.com time to read: +1 min

The MSCI Asia ex Japan Index plunged from its January high, losing around 12% since then. Those keen on investing in Asia in the face of such uncertainty can consider Morgan Stanley's selection of Asian stocks it calls "alpha" opportunities for November. Rising prices and falling inventories along with supply cuts and improving demand are positive for margin recovery," the bank said. The company had beaten expectations with significant outperformance in gas marketing and lower-than-expected losses in petrochemicals. These are 10 stocks from the full list of Morgan Stanley's top overweight-rated stocks for November.

Persons: Morgan, Gail, Morgan Stanley's, — CNBC's Michael Bloom Organizations: Shenzhen Component, Alpha, Samsung Electronics Locations: Asia, Japan, Shenzhen, Korean

A panel displays the Hang Seng Index during afternoon trading, in Hong Kong, China May 4, 2020. Other economic and policy highlights across the continent this week include preliminary Japanese third-quarter GDP, Indian inflation, and a policy decision from the Philippine central bank on Thursday. Some, like the China and aggregate emerging market indexes, last week fell to their lowest in three months. Perhaps the most interesting of all Goldman's FCIs is its Japanese index. Citi's economic surprises index for Japan turned negative last week and is now the lowest since June.

Persons: Tyrone Siu, Jamie McGeever, Wall, Goldman, Joe Biden, Xi Jinping, Diane Craft Organizations: REUTERS, Nasdaq, Bank of Japan, Mizuho, Mitsubishi UFJ, Sumitomo, Economic Cooperation, China's, Tencent Holdings, Alibaba, Lenovo, APEC, Thomson, Reuters Locations: Hong Kong, China, U.S, Philippine, Asia, Japan, San Francisco, India

☆ EUROPE Australia hikes but tempers its outlook
▼ + stars: | 2023-11-07 | by ( ) www.reuters.com time to read: +3 min

Two women walk next to the Reserve Bank of Australia headquarters in central Sydney, Australia February 6, 2018. The Aussie dollar fell more than 0.8% and Australian government bonds rallied because the 25 basis point hike by the Reserve Bank of Australia came with a softening of language on whether further hikes would be needed. It was an otherwise quiet session in the absence of major updates that might have consequences for the interest rate outlook. Last week's chaos in Chinese money markets has subsided but it left behind a glimpse of financial pressures beneath the surface and the challenges around China's uneven recovery from the COVID-19 pandemic. British house prices, German industrial output and European producer prices are due later on Tuesday, as are earnings from UBS (UBSG.S).

Persons: Daniel Munoz, Tom Westbrook, Read, SoftBank, Benjamin Netanyahu, Fed's Waller, Logan, Schmid, ECB's de, Edmund Klamann Organizations: Reserve Bank of Australia, REUTERS, Bond, South, Read Reuters, UBS, 163rd Melbourne, NY, Thomson Locations: Sydney, Australia, Asia, Japan, British, Gaza

☆ Tencent, Alibaba and more: These firms are primed for buybacks and present opportunities, says Jefferies
▼ + stars: | 2023-11-02 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +3 min

Announcements of big buyback programs in the region have been rising since 2021, "with a long runway ahead" given the trend's nascence, the firm's analysts wrote in an Oct. 25 research note. Here are some names from Jefferies' screen of companies that are set to "initiate or continue significant buybacks." Other Asian stocks that made Jefferies' list included Singapore's transport operator ComfortDelGro and Indonesian mining player United Tractors. Australian stocks featured on Jefferies list included gaming content and tech firm Aristocrat Leisure and steel manufacturer BlueScope Steel . Financial companies Jefferies' screen also included financial companies in Asia Pacific that are potentially buying back their shares.

Persons: Jefferies, Baidu, PE Reilly, Thailand's, — CNBC's Michael Bloom Organizations: Jefferies, MSCI, Companies, PE, China United Network Communications, Yunnan Baiyao Group, Energy, Vipshop Holdings, Foxconn Technology, South Korea, Kia, Samsung, LG Corp, United Tractors, BlueScope Steel, Financial, Thai Bank, Chartered Locations: Asia, MSCI Asia, Japan, China, Pacific, Yunnan, South Korea, Australia, South, Asia Pacific, Thai, Philippines

Japanese national flag is hoisted atop the headquarters of Bank of Japan in Tokyo, Japan September 20, 2023. REUTERS/Issei Kato/File Photo Acquire Licensing RightsOct 27 (Reuters) - A look at the day ahead in Asian markets from Jamie McGeever, financial markets columnist. This is the backdrop to Friday's open in Asia, where Japanese economic data, bonds, and currency will again be under intense scrutiny ahead of next week's Bank of Japan policy meeting. The main data release in Asia on Friday will be consumer price inflation in Tokyo for September. In China, meanwhile, industrial sector profit figures for the first nine months of the year are on the docket Friday.

Persons: Issei Kato, Jamie McGeever, JP Morgan, Fumio Kishida, Marguerita Choy Organizations: Bank of Japan, REUTERS, Nasdaq, week's Bank of Japan, Reuters, Barclays, UBS, Japanese, China's, Thomson Locations: Tokyo, Japan, Asia, China, YTD, Australia

REUTERS/Issei Kato Acquire Licensing RightsOct 24 (Reuters) - A look at the day ahead in Asian markets from Jamie McGeever, financial markets columnist. September's PMIs showed that manufacturing activity in Japan and Australia shrank and services sector activity grew, although growth in Japan was the slowest this year. The big picture, however, is still dominated by the ebb and flow of the U.S. Treasuries market. And while a broad easing of financial conditions on Monday - lower Treasury yields and a weaker dollar - should support emerging market assets, Wall Street's late downward drift will warrant caution. The MSCI Asia ex-Japan and MSCI global emerging market indexes are both down around 13% over the past three months and on Monday both hit their lowest level since Nov. 11 last year.

Persons: Issei Kato, Jamie McGeever, bode, Michele Bullock, September's PMIs, Wall, Goldman Sachs, outflows, Goldman, Josie Kao Organizations: REUTERS, Reserve Bank of Australia, Nasdaq, Bank of Japan, PMI, Thomson, Reuters Locations: Tokyo, Japan, U.S, Korean, Australia, Asia, China, South Korea

A man is reflected on an electric stock quotation board outside a brokerage in Tokyo, Japan April 18, 2023. REUTERS/Issei Kato Acquire Licensing RightsOct 23 (Reuters) - A look at the day ahead in Asian markets from Jamie McGeever, financial markets columnist. The ICE BofA Treasuries index fell 1.4% last week, its biggest fall since May, and is at an eight-year low. Perhaps ominously, however, Friday's bond market relief didn't ease the pressure elsewhere - Wall Street's three main indices still closed 0.9%-1.5% lower. According to Goldman Sachs, financial conditions in emerging markets and globally are the tightest in almost a year.

Persons: Issei Kato, Jamie McGeever, Treasuries, That's, Goldman Sachs, Pan Gongsheng, September's, Diane Craft Organizations: REUTERS, ICE, Traders, Bank of Japan, Australian PMI, PMI, Thomson, Reuters Locations: Tokyo, Japan, U.S, South Korea, Australia, Singapore, Asia, China, Australian

A passerby walks past an electric monitor displaying recent movements of various stock prices outside a bank in Tokyo, Japan, March 22, 2023. The U.S. 10-year yield has shot up 35 basis points this week, on track for its biggest weekly rise in over a decade. The 2s/10s yield curve has steepened 27 basis points, which would be the biggest weekly steepening move since March. The 10-year yield rose as high as 4.996%, a level not seen since July 2007. On the economic data front, data are expected to show Japan's annual core inflation rate was 2.7% in September, cooling from 3.1% in August.

Persons: Issei KatoFile, Jamie McGeever, Kazuo Ueda, Jerome Powell, Ueda, Josie Kao Organizations: REUTERS, Bank of Japan, People's Bank of, Federal, Netflix, Thomson, Reuters Locations: Tokyo, Japan, Treasuries, Malaysia, Hong Kong, China, People's Bank of China, Asia, U.S, Hill, East

REUTERS/Jason Reed/File Photo Acquire Licensing RightsOct 12 (Reuters) - A look at the day ahead in Asian markets from Jamie McGeever, financial markets columnist. But the tone of trading across Asian markets on Thursday may be a little more cautious than some of the headline moves on Wednesday indicate, and may also hinge on the U.S. yield curve. But ugly U.S. producer inflation data at the U.S. open on Wednesday - monthly, annual, headline and core readings were all higher than expected - was a reality check for those betting the Fed is all but done raising rates. But this flipped back again after the latest Fed minutes were released, paving the way for a late flourish on Wall Street and positive close for the three main indexes. The 'pivot' message from Fed officials this week has been pretty strong and consistent, and Governor Christopher Waller on Wednesday was the latest to beat that drum.

Persons: Jason Reed, Jamie McGeever, Christopher Waller, India's, Josie Kao Organizations: U.S . Federal, REUTERS, CPI, U.S, PPI, India's CPI, Bank, Thomson, Reuters Locations: Washington, Malaysia, Asia, Japan, U.S, Europe, India, Marrakech, Morocco

Oct 10 (Reuters) - A look at the day ahead in Asian markets from Jamie McGeever, financial markets columnist. The rebound in risk sentiment was largely due to comments from two Fed officials that the recent rise in long-term bond yields and tightening of financial conditions mean the Fed may be done raising rates. The U.S. bond market was closed on Monday for the Columbus Day holiday but futures traded, and the 10-year Treasury future posted its biggest rise since March. The IMF and World Bank annual meetings in Morocco kick into gear on Tuesday, with U.S. Treasury Secretary Janet Yellen, European Central Bank president Christine Lagarde and many other leading global policymakers in attendance. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.

Persons: Jamie McGeever, Lori Logan, Philip Jefferson nodded, Janet Yellen, Christine Lagarde, Raphael Bostic, Christopher Waller, Neel Kashkari, Mary Daly, Lorie Logan, Philip Jefferson, Waller, Daly Organizations: Dallas, Columbus, Treasury, IMF, World Bank, U.S, European Central Bank, Fed, Bank, Thomson, Reuters Locations: Israel, Gaza, U.S, Lower U.S, Asia, Japan, Pacific, Philippines, Morocco, Marrakech, Kashkari

Sept 29 (Reuters) - A look at the day ahead in Asian markets from Jamie McGeever, financial markets columnist. Investors will not be able to switch off completely over the weekend, however, with the fast-evolving Evergrande saga making for gripping reading. On top of that, China's manufacturing and service sector purchasing managers index reports for September - official and unofficial - will be released on Sunday. The MSCI World stock index's rise on Thursday was its first in 10 days, snapping its longest losing streak since November 2011. Would a partial recovery in risk appetite and reversal of many of these trades at the start of the fourth quarter be a complete surprise?

Persons: Jamie McGeever, Josie Kao 私, 「 Organizations: Investors, Treasury, International Monetary Fund, Japan Tokyo, 「 Reuters Locations: Asia, Japan, Tokyo, Hong Kong, eyeing, China, U.S, Australia

REUTERS/Aly Song/File Photo Acquire Licensing RightsSept 26 (Reuters) - A look at the day ahead in Asian markets from Jamie McGeever, financial markets columnist. Goldman Sachs' financial conditions indexes for China and emerging markets at large are the highest in almost a year. In China, meanwhile, the property sector is back under the spotlight after shares of property developer Evergrande tumbled 21% on Monday on renewed uncertainty about the firm's debt restructuring. The broader property sector index fell 2.5%. Evergrande shares, but the company is systemically important - it is the world's most indebted developer and the property sector accounts for roughly a quarter of China's economy.

Persons: Aly, Jamie McGeever, Goldman Sachs, Evergrande, Valdis Dombrovskis, Fed's Neel Kashkari, Josie Kao Organizations: China Evergrande Group, REUTERS, U.S, Treasury, Global, Deutsche Bank, Barclays, Union, Thomson, Reuters Locations: Danzhou, Hainan province, China, Asia, Japan, U.S, Beijing, Singapore

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