An employee next to a trading council on the London Stock Exchange on April 25, 2025.
Karl Court Gety pictures
While global markets have been subjected to turmoil in the wake of the tariff policies dated by US President Donald Trump, British stocks have a successful gathering.
London FTSE 100 The index, which has gained 4.8 % since the beginning of the year, was 0.8 % higher at 1:00 pm in the United Kingdom on Friday – put it on the right track for the longest daily gains ever. Later in the afternoon, the index rose above 8,600 points, and its losses have regained from today Detected.
On Thursday, the index closed a marginal higher, on the occasion of its fourteenth session in a row of gains. This happened only once before, in 2017, when FTSE saw 100 heights daily.
The FTSE 250, which is locally focused in London, was also a winner of a winner recently, as it achieved seven consecutive days of gains on the closing Thursday. On Friday, the index was circulating, and causing previous gains. If the index ends on Friday in a positive area, it will celebrate the longest gains from FTSE 250 since late 2020.
The shares listed in London, which witnessed the largest gains on Friday, included a British dining outlet operator SSP collection4 % increased, English health care company Halion3.8 %, and the UK space Millerose industriesWhich increased by 3.6 %.
A safe haven for definitions?
When it comes to the increase in the rise of British stock markets, the unique UK site is far from the shooting line in the new US tariffs is part of the image, according to Naim Aslam, chief investment investment in Capital oil in London.
He said in an e -mail: “Reducing trade tensions between the United States of China and removing the threats of customs tariffs have strengthened confidence, while the neutral trade situation of the United Kingdom has maintained it from the punitive fees faced by the European Union or China.”
The United Kingdom was rescued from the so -called Trump administration’s mutual definitions, and the Vice President said last month JD Vance He saw a “good opportunity” Britain is signing a trade deal with the United States that will give the UK more tasks.
“Defense Giants of the Index – Health Care (for example, Astrazeneca), Energy (for example, coincidenceAslam told CNBC on Friday, and the support of investors who are looking for a shelter of fluctuations, and its support for a return return on high profits ranging between 3.5 % and 4 %.
Moreover, the results of strong companies such as Whitbread (+3.4 %) Deportation (+6.8 %), along with a flexible UK economy that grows at an annual rate of 1.5 %, also adds fuel to the assembly, making FTSE 100 haven relatively safe. “
Aslam said that the budget of FTSE 100 could continue if the defensive stocks remain in favor – however, he indicated that there are many risks.
He said, “The technical point to the index, where it is excessive in the peak … which indicates a withdrawal,” he said. “The geopolitical hotspots or tariff tensions may disturb the momentum, while the most stable pound (about $ 1.30) may lead to pressure on heavy members in export.”
However, he pointed out that the lack of advanced value for their global peers at FTSE 100 societies Multiple interest rate discounts From the Bank of England this year, the index can pay to 8900 points at the end of next month – by 4 % of the current levels.
Susanna Streter, the head of money and markets at Hargrves Lansdon, agreed that the blue chip index has the ability to expand a record range.
She told CNBC via e -mail on Friday: “FTSE has a much larger force in the reserve and you can have to run more, given that the index has not yet recovered the records reached in March,” she told CNBC via e -mail on Friday.
However, I noticed that uncertainty about American trade policy and the extent of influence on the global economy has the ability to put a cover on other gains.
In a memorandum of customers on Thursday, the United States of America strategies ranked 10Y The best stock market with 12.6 % returns from the beginning of the year to the end of April. European markets dominate the upper part of the list including Spain, Greece and Germany, while American stocks-5 % are classified on an annual basis-in 20Y place.
Bob Huxeford, head of the London Communications Agency, SEC Newgate, told CNBC on Friday that the fluctuations in the American stock markets gave British capital markets an opportunity to restore some of the land lost in front of the United States in recent years.
He said: “The London market has been subjected to nine consecutive years of external flows, as it recorded in 2024 the worst year when he left 9.6 billion pounds, our beaches, most of them are heading to America.” “The current uncertainty in the US stock market provides an opportunity for the United Kingdom to reflect this trend. The money is already flowing from the United States, and there is a set of reasons that make the UK represent a port in a storm amid market turmoil.”
– Ganesh Rao of CNBC contributed to this report.
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