{"id":75087,"date":"2025-08-26T16:36:48","date_gmt":"2025-08-26T08:36:48","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=75087"},"modified":"2025-08-26T16:36:49","modified_gmt":"2025-08-26T08:36:49","slug":"weekly-securities-newsletter-are-european-stocks-ready-to-rise","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-are-european-stocks-ready-to-rise\/","title":{"rendered":"Weekly Securities Newsletter: Are European Stocks Ready To Rise?"},"content":{"rendered":"\n<div class=\"wp-block-uagb-image uagb-block-50ebcba7 wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-none\"><figure class=\"wp-block-uagb-image__figure\"><img loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/04\/WSN-Banner-2-1024x260.png ,https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/04\/WSN-Banner-2.png 780w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/04\/WSN-Banner-2.png 360w\" sizes=\"auto, (max-width: 480px) 150px\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/04\/WSN-Banner-2-1024x260.png\" alt=\"\" class=\"uag-image-66099\" width=\"2952\" height=\"750\" title=\"WSN Banner\" loading=\"lazy\" role=\"img\"\/><\/figure><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong><strong>Are European Stocks Ready To Rise?<\/strong><\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading has-white-color has-text-color has-background\" style=\"background-color:#012169\">Chart of the Week: <br>US-Russia, US-Ukraine Talks Hint at Breakthrough, but Truce Still Elusive<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Trump met Putin in Alaska on Aug 15 and held talks with Ukraine\u2019s president and seven European leaders on Aug 18. While no ceasefire was reached, the US and Europe will start planning a security framework for Ukraine and prepare for a future Zelensky-Putin summit.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-white-color has-text-color has-background\" style=\"background-color:#012169\">Market Recap 1: <br>Fed Minutes and Chip Tariff Risk Weigh on Growth, Cyclicals<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Trump said chip tariffs will be set within two weeks, possibly as high as 200\u2013300%, dragging semiconductors and broader US equities lower. Meanwhile, despite no concrete deal from recent US-Russia and US-Ukraine talks, progress on the conflict eased geopolitical risk premiums, supporting most European markets.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-white-color has-text-color has-background\" style=\"background-color:#012169\">Market Recap 2: <br>Rate-Cut Bets Ease; Bonds Dip, Dollar Strengthens, Oil Rebounds<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Fed Governor Schmid said rate cuts are not urgent, noting key inflation data remain ahead of the September meeting. His hawkish stance, along with July Fed minutes showing most officials cautious on cuts, pushed down rate-cut expectations and left Treasuries slightly weaker ahead of Jackson Hole.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-white-color has-text-color has-background\" style=\"background-color:#012169\">What\u2019s Trending: <br>China, HK Equities Hold Highs as Liquidity Boosts Risk Appetite; Wealth Effect May Lift Consumption<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The Hang Seng Index is hovering near 25,000, up nearly 27% YTD. China and HK equities have performed strongly, with the SSE Composite\u2014led by financials and staples\u2014surpassing pre-Covid levels to a decade high. De-dollarization, easing trade tensions, and accommodative policies have underpinned the rally.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-white-color has-text-color has-background\" style=\"background-color:#012169\">In Focus 1: <br>Germany to Benefit as Auto Tariff Cut to 15% and Fiscal Expansion Lifts Demand<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The US and EU reached a preliminary trade deal, lowering tariffs to 15%\u2014higher than the UK\u2019s 10% but the lowest among the US\u2019s top 10 trade-deficit partners. Official documents confirmed coverage of semiconductors, autos, and pharmaceuticals, easing EU trade-policy uncertainty and improving European firms\u2019 global competitiveness.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-white-color has-text-color has-background\" style=\"background-color:#012169\">In Focus 2: <br>BoE Retains Room to Cut; UK\u2019s 10% Tariff Advantage Seen Supporting Economy and Equities<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Since August 2024, the BoE has cut rates by 125 bps, maintaining a quarterly pace. While core inflation ticked higher recently, slowing average wage growth suggests disinflation ahead, giving the BoE more easing room than markets currently expect.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-ed4e1152\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-075e5b76\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-buttons uagb-buttons__outer-wrap uagb-btn__default-btn uagb-btn-tablet__default-btn uagb-btn-mobile__default-btn uagb-block-9b755ae4\"><div class=\"uagb-buttons__wrap uagb-buttons-layout-wrap \">\n<div class=\"wp-block-uagb-buttons-child uagb-buttons__outer-wrap uagb-block-80bc606a wp-block-button\"><div class=\"uagb-button__wrapper\"><a class=\"uagb-buttons-repeater wp-block-button__link\" aria-label=\"\" href=\"https:\/\/www.kgieworld.sg\/securities\/resources\/ck\/files\/docs\/research\/KGI_Global%20Markets%20Weekly%20Kickstart_25%20August%202025_Client.pdf\" rel=\"follow noopener\" target=\"_self\" role=\"button\"><div class=\"uagb-button__link\">Read Full Report<\/div><\/a><\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-538fa70e\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-a3b933c6\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-09ce9008\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-buttons uagb-buttons__outer-wrap uagb-btn__default-btn uagb-btn-tablet__default-btn uagb-btn-mobile__default-btn uagb-block-5ae64502\"><div class=\"uagb-buttons__wrap uagb-buttons-layout-wrap \">\n<div class=\"wp-block-uagb-buttons-child uagb-buttons__outer-wrap uagb-block-a5d8cbdf wp-block-button\"><div class=\"uagb-button__wrapper\"><a class=\"uagb-buttons-repeater wp-block-button__link\" aria-label=\"\" href=\"https:\/\/www.kgieworld.sg\/securities\/contact-us\" rel=\"follow noopener\" target=\"_self\" role=\"button\"><div class=\"uagb-button__link\">Contact us to find out more<\/div><\/a><\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-2a8e253e\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-3e950960\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-4467fd1f\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-fdd2c8c4\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-image uagb-block-62b24b08 wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-none\"><figure class=\"wp-block-uagb-image__figure\"><a class=\"\" href=\"https:\/\/www.whatsapp.com\/channel\/0029VayhkxMChq6JN6qO8x0B\" target=\"\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png ,https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png 780w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png 360w\" sizes=\"auto, (max-width: 480px) 150px\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png\" alt=\"\" class=\"uag-image-69995\" width=\"760\" height=\"208\" title=\"1\" loading=\"lazy\" role=\"img\"\/><\/a><\/figure><\/div>\n\n\n\n<div class=\"wp-block-uagb-image uagb-block-82e9f322 wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-none\"><figure class=\"wp-block-uagb-image__figure\"><a class=\"\" href=\"https:\/\/t.me\/kgisg\" target=\"\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png ,https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png 780w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png 360w\" sizes=\"auto, (max-width: 480px) 150px\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png\" alt=\"\" class=\"uag-image-69996\" width=\"760\" height=\"208\" title=\"2\" loading=\"lazy\" role=\"img\"\/><\/a><\/figure><\/div>\n","protected":false},"excerpt":{"rendered":"<p>China Sunsine Chemical Holdings is a leading specialty rubber chemicals producer selling accelerators, anti-oxidant, vulcanizing agent<\/p>\n","protected":false},"author":16,"featured_media":75088,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[35],"tags":[],"class_list":["post-75087","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-global-markets-weekly-updates"],"aioseo_notices":[],"uagb_featured_image_src":{"full":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/08\/Are-European-Stocks-Ready-To-Rise.png?wsr",540,435,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/08\/Are-European-Stocks-Ready-To-Rise-150x150.png?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/08\/Are-European-Stocks-Ready-To-Rise-300x242.png?wsr",300,242,true],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/08\/Are-European-Stocks-Ready-To-Rise.png?wsr",540,435,false],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/08\/Are-European-Stocks-Ready-To-Rise.png?wsr",540,435,false],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/08\/Are-European-Stocks-Ready-To-Rise.png?wsr",540,435,false],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/08\/Are-European-Stocks-Ready-To-Rise.png?wsr",540,435,false]},"uagb_author_info":{"display_name":"Jiong Han Lee","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/jionghan-leekgi-com\/"},"uagb_comment_info":0,"uagb_excerpt":"China Sunsine Chemical Holdings is a leading specialty rubber chemicals producer selling accelerators, anti-oxidant, vulcanizing agent","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/75087","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=75087"}],"version-history":[{"count":1,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/75087\/revisions"}],"predecessor-version":[{"id":75089,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/75087\/revisions\/75089"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/75088"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=75087"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=75087"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=75087"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}