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Hong Kong stocks post worst week in one year as bond yields surge

Reuters2021-02-26

Feb 26 (Reuters) - Hong Kong stocks ended sharply lower on Friday, in line with broader markets, posting their worst week in one year, as a rout in global bonds sent yields flying and dampened appetite for risky assets.

The Hang Seng index fell 3.6% to 28,980.21, while the China Enterprises Index lost 4.0% to 11,247.21 points.

For the week, HSI tumbled 5.4%, while HSCE slumped 7.1%, both logging their steepest drops since the week to March 13, 2020.

Yields on the 10-year Treasury note eased back to 1.494% from a one-year high of 1.614%, but were still up 40 basis points for the month in their biggest move since 2016.

Adding to the pressure were worries over Sino-U.S. trade relations.

Katherine Tai, President Joe Biden's top trade nominee, backed tariffs as a "legitimate tool" to counter China's state-driven economic model and vowed to hold Beijing to its prior commitments.

This week's retreat also came after a stamp duty hike that hit sentiment hard and deterred southbound funds.

The stamp duty will rise to 0.13% of the value of the transaction from the current 0.1% on Aug. 1, Hong Kong Financial Secretary Paul Chan announced in his annual budget speech.

"It's an asset class type rotation now that you really looking at, because there's nothing that's impervious to the sell-off," said Andy Maynard, head of equities at China Renaissance in Hong Kong.

"Southbound (money) is cautious now. The day before yesterday was record selling for them and where they haven't had a sale day since 2021 started. So, you got to feel that we are probably in the crosshairs of complete or a healthy correction", he added.

Mainland investors sold a net HK$3.1 billion ($399.68 million) of Hong Kong shares via the Stock Connect on Friday, according to Refinitiv data, following a daily record outflow of HK$20 billion on Wednesday.

($1 = 7.7563 Hong Kong dollars)

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Comment31

  • Yijia
    ·2021-03-01
    Ty
    Reply
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  • 可爱的独行虎
    ·2021-03-01
    Healthy equity market consolidation 
    Reply
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  • SKHan
    ·2021-03-01
    Come on
    Reply
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  • blee047
    ·2021-03-01
    Should buy some 
    Reply
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  • Hartanto
    ·2021-03-01
    Ok 
    Reply
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  • XMTX
    ·2021-03-01
    Nice
    Reply
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    • XMTX
      nice
      2021-03-01
      Reply
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    • 3SPY
      Good, Pls response to this comment, Thanks
      2021-03-01
      Reply
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  • FuLong
    ·2021-03-01
    Good time to choose good stock to buy
    Reply
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  • FuLong
    ·2021-03-01
    Good time to buy
    Reply
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  • Blim
    ·2021-03-01
    Buy more
    Reply
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  • Kenny77
    ·2021-03-01
    Bargain 
    Reply
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  • Shawnbro
    ·2021-03-01
    Please comment
    Reply
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    • 猫山王77
      OK. Comment now.
      2021-03-01
      Reply
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    • greenpepper
      should consider bonds
      2021-03-01
      Reply
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  • Favian
    ·2021-02-28
    bond yields badd
    Reply
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  • Tosey
    ·2021-02-28
    Well done!
    Reply
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  • Silverone
    ·2021-02-28
    Wait for good opportunity
    Reply
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    • Timz
      ??
      2021-02-28
      Reply
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  • 123321Alex
    ·2021-02-28
    ...
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  • Jittertude
    ·2021-02-28
    that's bad to hear...
    Reply
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  • 阿汉
    ·2021-02-28
    buy?
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  • Baby1
    ·2021-02-28
    Oh no 
    Reply
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  • naan
    ·2021-02-28
    Y bond yields r going high n to balance stocks moving down.
    Reply
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    • fllod
      Cool
      2021-03-01
      Reply
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    • naan
      super
      2021-02-28
      Reply
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    • Fredwkh
      Pls response for coins
      2021-02-28
      Reply
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  • TerenceTan
    ·2021-02-27
    Oh no
    Reply
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