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Europe's STOXX 600 logs best day in a month; China-related stocks rise

Published 08/28/2023, 03:27 AM
Updated 08/28/2023, 12:40 PM
© Reuters. FILE PHOTO: The German share price index DAX graph is pictured as the German index celebrates its 35th birthday at the stock exchange in Frankfurt, Germany, August 15, 2023. REUTERS/Staff/File Photo
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By Shashwat Chauhan and Ankika Biswas

(Reuters) -Europe's benchmark STOXX 600 clocked its best one-day performance in a month on Monday in an overall market advance, boosted by China-exposed industrials on Beijing's measures to aid its ailing stock market.

The pan-European STOXX 600 closed 0.9% higher, with technology stocks leading the gains with a 1.7% advance, tracking early gains in Wall Street's mega-cap stocks.

Traders widely stuck to their bets of a pause in U.S. interest rate hikes in September even though Federal Reserve Chair Jerome Powell stressed the need for further hikes at the Jackson Hole symposium on Friday.

"A pause is most likely, but further hikes remain on the table particularly if the economy continues to perform as strongly as it has done," said Kiran Ganesh, global head of investment communications in the UBS Chief Investment Office.

A report showed European Central Bank policymaker Robert Holzmann sees a case for another hike if there are no big surprises in inflation before then, while French Finance Minister Bruno Le Maire does not expect rates to go down in the coming months.

Euro zone banks added 1.6%.

Meanwhile, fresh evidence that sharply higher interest rates are putting a brake on credit creation and economic activity came in the form of a further slowdown in growth in lending to euro zone companies in July.

China-linked automakers and industrials added 0.8% and 1.3%, respectively, after the country's finance ministry halved the stamp duty on stock trades "to invigorate the capital market and boost investor confidence."

China-exposed luxury heavyweights LVMH, Kering (EPA:PRTP) and Hermes added over 1% each.

"It will help improve sentiment in capital markets, but some of the structural challenges will require more substantial stimulus," UBS' Ganesh added, pointing to China's weak consumer sentiment and property sector challenges.

With just a few days until August-end, the STOXX 600 is set for its worst month this year, led by basic resources, weighed down by elevated bond yields and a worsening economic outlook for the euro zone and top export market China.

Among other major sectors, healthcare gained 0.6%, boosted by a 1.2% gain in Denmark's Novo Nordisk (NYSE:NVO).

A survey showed German exporters' mood clouded further in August although there were signs of improvement in the beleaguered chemicals sector.

© Reuters. FILE PHOTO: The German share price index DAX graph is pictured as the German index celebrates its 35th birthday at the stock exchange in Frankfurt, Germany, August 15, 2023. REUTERS/Staff/File Photo

Meanwhile, bond yields across euro zone edged higher ahead of a slew of domestic and U.S. economic data this week.

Markets in the United Kingdom were closed for a summer bank holiday.

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