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Defensive plays rule as European shares grind higher

Published 09/24/2019, 04:57 AM
© Reuters. FILE PHOTO: The German share price index DAX graph at the stock exchange in Frankfurt
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By Shreyashi Sanyal and Sruthi Shankar

(Reuters) - European shares inched higher on Tuesday, with gains dominated by sectors perceived as defensive plays against the risk of a deeper economic slowdown and the chance of new body blows from U.S.-China trade talks.

The European healthcare (SXDP) and food and beverage (SX3P) sectors - commonly considered as industries where demand and results hold up relatively better when the economy slows - were among the top gainers on the main European index (STOXX).

Stock markets have been spooked in the past week by a run of poor economic data on the euro zone as well as mixed signals on Donald Trump's trade war with China, weakening investors appetite for riskier plays.

Germany's IFO business climate index for September also came in just shy of expectations on Tuesday.

Central banks continue to plow money into the financial system with a combination of interest rate cuts and other monetary moves but traders seem far from convinced that will see off the risk of a broader recession.

"Investors have to invest because of the low interest environment, but the best sectors currently are defensives," said Christian Stocker, strategist at UniCredit.

The food and beverage index has surged 30% this year, the most among its peers.

The pan-European STOXX 600 index (STOXX) was up 0.2%.

Trade-sensitive Frankfurt shares (GDAXI) rose 0.1%, supported by comments from U.S. Treasury Secretary Steven Mnuchin overnight that high-level trade talks with China were set to resume in two weeks.

Shares of German biotech company Evotec (DE:EVTG) jumped 6.0% after it expanded a partnership with Japan's Takeda Pharma (T:4502).

The eurozone banking index (SX7E) up 0.5% after a 2.8% tumble in the previous session after surveys showed growth in services and manufacturing across the euro zone stalled in September.

A day after the collapse of British travel giant Thomas Cook (L:TCG), the travel and leisure sector (SXTP) gained another 0.5%, with rival airlines and travel operators rising on expectations they will pick up the lost business.

Deutsche Lufthansa (DE:LHAG), Ryanair Holdings (I:RYA) and TUI (L:TUIT) all rose between 1.6% and 2% in early trading.

Among other stocks, Belgian materials and technology group Umicore (BR:UMI) gained 8.1%, the most on the STOXX 600, after it partnered with LG Chem (KS:051910) for the supply of NMC cathode materials.

Weir Group PLC (L:WEIR) fell 2.8%, to the bottom of the STOXX 600, after Peel Hunt cut its rating on UK-based engineering firm to "hold."

© Reuters. FILE PHOTO: The German share price index DAX graph at the stock exchange in Frankfurt

London's FTSE index (FTSE) also moved 0.2% higher ahead of a Supreme Court decision on U.K. Prime Minister Boris Johnson's suspension of parliament. If the verdict goes against Johnson's government, however, sterling is expected to rise - normally a negative for the multinational-heavy index.

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