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GLOBAL MARKETS-Yen strengthens vs dollar, drags Nikkei lower

Published 12/06/2010, 10:57 PM
Updated 12/06/2010, 11:00 PM
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* Reuters Tankan shows corporate Japan mood darkens

* Gold falls back from record high

* Euro wavers, Irish budget seen next major market event

By Daniel Magnowski

SINGAPORE, Dec 7 (Reuters) - The dollar fell to a three-week low against the yen on Tuesday, with gains in the Japanese currency pulling Tokyo stocks lower, while the euro came under renewed pressure as Europe struggled to contain its debt crisis.

A flat close on Wall Street offered stock markets little inspiration, while resurgent fears of an imminent Chinese interest rate rise kept investors on the defensive.

In Japan, the benchmark Nikkei average was dragged down by the strength of the yen, and a Reuters poll showed the mood among Japanese manufacturers darkened in late November and is expected to grow even gloomier in the coming months as a strong yen and the global slowdown eat into profits. [ID:nTOE6B600A]

"The impact of a strong yen, slowing exports and declines in profits weighed on corporate sentiment and companies are growing more cautious about the outlook," said Yoshimasa Maruyama, an analyst at Itochu Corp.

The Nikkei fell 0.4 percent, though Sumitomo Corp and Mitsubishi Corp outperformed the broader index on reports they are making moves to expand their rare earths businesses. Non-Chinese sources of the hi-tech minerals are much in demand, on worries the world's biggest supplier may in future restrict exports.

MSCI's gauge of Asian stocks excluding Japan rose 0.4 percent, taking its gains for the year to over 12 percent versus 7.5 percent for the MSCI world index .

Asia has been one of the chief beneficiaries of flows of capital from the United States, where the Federal Reserve is pursuing a policy of printing more cash.

But adding to the market's generally cautious tone was the belief that the cost of borrowing in China will soon rise.

China's central bank may raise rates again this weekend as it tries to contain inflationary pressures, official newspaper the China Securities Journal reported on Tuesday. [ID:nBJI002478]

Another newspaper said Chinese bank lending had exceeded by the end of November the government's full-year loan target of 7.5 trillion yuan ($1.13 trillion), supporting arguments in favour of further credit tightening.

POLITICAL BICKERING WEIGHS ON EURO

The euro slipped in early trade before recovering to $1.3325, just above its late levels in New York on Monday, with support seen at $1.3268.

The next major market event will be the outcome of the Irish budget, due later on Tuesday, traders said., The deeply unpopular government is set to unveil a record austerity plan that will inflict more pain on voters. [ID:nLDE6B51VW]

"If the (Irish) parliament fails to approve proposals, we could see a fresh flare-up in euro zone tensions and the euro could fall sharply against major forex counterparts," said David Rodriguez, strategist at DailyFX.

Ireland last month received an 85 billion euro bailout from the International Monetary Fund and European Union, and markets are wondering if Portugal and Spain will be the next ones in need of rescue.

Euro zone finance ministers met on Monday amid pressure to increase the size of a 750 billion euro safety net for debt-stricken members, but Germany rejected such a move and also dismissed a call for joint euro bonds guaranteed by all governments.

Gold traded at $1,420 per ounce, down slightly from the previous session's $1,427, the most recent in a series of peaks the precious metal has reached as investors buy heavily, attracted by gold's perceived safety as a store of value, in contrast to paper currencies. It has risen almost one-third since the start of the year.

U.S. crude oil futures oscillated around $89 per barrel after hitting a 26-month high in the previous session, while benchmark industrial metal copper , which has moved closer in recent sessions to its record high of almost $9,000 per tonne, changed hands for just below $8,800. (Additional reporting by Ian Chua in Sydney and Izumi Nakagawa in Tokyo; Editing by Kim Coghill)

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