Free unlocking editor’s abstract
FT’s editor Roula Khalaf chose her favorite story in the weekly news and communication.
European stocks certainly exceed other major global stock markets this month, because they are worried that US tariffs will fade, and investors have escaped the shaking of Wall Street technology stocks.
The STOXX EUROPE 600 index has risen more than 6 % so far since January, which is the best monthly performance since November 2023. The American Standard 500 Index rose 3.2 %, while Japan’s TOPIX rose 0.1 %.
The FTSE 100 Index in London has risen to a new record on Friday and has risen 6.3 % so far this month. This is the best monthly performance since November 2022. At that time, the market rebounded, Prime Minister Liz Trus ( Liz Truss’s “mini” budget is insufficient. Essence
These income has aroused new hope for the region’s stock market to continue to revive. Although sometimes it sometimes performed well-Dax in Germany rose nearly one-fifth of last year-in the past ten years, Europe has lags behind the United States throughout the United States.
“After years of poor performance, no need to happen before everyone feels excited.. Everyone was enthusiastic about Europe.” Sociétégénérale’s strategist Roland Kaloyan said.
Last year, investors were excited about the growth of artificial intelligence. They accumulated in US stocks, and a small group of technical stocks once again driven their income.
At the same time, the threat of the US President Donald Trump has an impact on Europe. It sends one -fifth of its exports to the United States each year in Europe. Interest of stocks.
However, according to the Bank of America, in January, January, from US stocks to the euro zone stock, because investors escaped valuable technology stocks, which is conducive to European defense and growth stocks, including banks, pharmaceuticals and luxury retailers.
Analysts said that this week’s Chinese startup Deepseek’s global technology selling triggered by the progress of artificial intelligence will only accelerate this transformation.
After the technical swing, “investors have been moving towards.. Jefferies economist Mohit Kumar said that because the region has a small contact with technical stocks, Europe.”
Analysts said that at the same time, the British market benefited from underestimation.
Shaaron Bell, a stock analyst at Goldman Sachs, said: “I am very surprised by my interest in British stocks. This may be because the growth expectations are high compared to other parts of Europe.”
“Obviously this is very cheap. It can also be regarded as a hedge of technology.. Diversity.”
