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Hungarian Forint Jumps after Orban's Election Defeat

SINGAPORE, April 13 (Reuters) - The Hungarian forint sharply extended recent gains on Monday, making an almost three-year peak on the euro, as investors bet on a ​boost for the economy from the stunning defeat of veteran nationalist Viktor ‌Orban at the ballot box.

The forint rose roughly 2% to 367.81 per euro in thin Asian trade and gained about 1.6% to 315 per dollar - within a whisker ​of a four-year high.

Hungarian dollar bonds , also trading thinly outside their ​usual hours, steadied after a recent rally.

In an election cast by ⁠Orban's centre-right opponent as a choice between east and west, voters turned ​out in record numbers to end Orban's 16-year rule and hand power to his ​one-time ally Peter Magyar, who leads the Tisza party.

Investors had been bidding up Hungary's stocks, bonds and currency in days leading up to the election, figuring a pro-Europe turn ​could start to unlock some 18 billion euros ($21 billion) of frozen European ​Union funding.

The outcome of the vote will also affect other countries such as Ukraine - where ‌Orban ⁠is currently blocking a 90 billion euro EU loan. Ukrainian dollar bonds did not trade early in the Asia session.

"Orban, has conceded defeat, implying a smooth transition of power," Goldman Sachs analysts said in a note on ​Sunday.

"Tisza has committed to ​meeting the Maastricht ⁠criteria by 2030 to prepare for eventual Euro area accession," they said, referring to the euro's founding Maastricht Treaty.

"If ​it is serious about meeting this goal, one of ​the first ⁠steps in a euro convergence programme would be to lower Hungary’s inflation target from 3% currently to the Euro area’s 2%, a development that would imply ⁠a ​significant decline in Hungary’s long-term yields."

($1 = 0.8561 euros)

Reporting by Tom Westbrook; Editing by Lincoln Feast.

Source: Reuters


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