Business Maverick: Frightful February ends ‘buy everything’ calls

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In just one month, emerging Asian assets have gone from a buy to sell. And all signs point to continued caution in March.

Outflows from north Asian stocks gathered pace, regional currencies languished at multi-month lows and global funds dumped local bonds in a particularly brutal February. The optimism evaporated as a repricing of US rate-hike bets eroded appetite for risk assets and sent investors back to the safety of the dollar.

“The repricing of rates has put paid to the rally in emerging markets and rates, and it’s hard to see a turnaround,” TD Securities strategists including Mark McCormick wrote in a note. “USD strength can persist for a bit longer, as the market tries to navigate the balance of global growth recovery and higher rates.”

A stronger dollar is contributing to a selling of Asian assets, as weaker local currencies worsen current accounts, while corporate borrowers with dollar-denominated debt suffer. Foreigners withdrew more than $1-billion from South Korean and Taiwanese equities last week, data compiled by Bloomberg showed, with doubts returning over the recovery of chip manufacturers.of Chinese ADRs last month amid tightening financial conditions, Morgan Stanley said.

Overseas investors pulled around $400 million from Indonesian sovereign debt in February after pumping in a record $3.3 billion in January, according to data compiled by Bloomberg going back to 2009. Outflows from Thai securities reached $1.1 billion, the biggest monthly withdrawal in almost a year.

 

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