As April approached, global stocks recovered some of the losses from tariff disruptions at the beginning of the month. President Donald Trump’s 90-day tariff suspension will help improve investors’ sentiment and hope that several key sectors will benefit from ongoing negotiations.
The European Index took part in the Global Rally. In the latest year Morning Star Europe Index 7.10%, slightly above 4% in the euro, under Sterling’s terms. This is being considered in the meltdown in early April. The Stoxx Europe 600 has so far been 2.85% higher in 2025.
A week ago We saw how UK stocks participated in the global uplift of stock prices.. Now we are looking at how European stocks have been carried.
The recovery remains vulnerable, but the sectors we covered last week are stocks in technology, consumer circulation and financial services.
However, the annual consumer cyclical, healthcare, energy and technology sectors are in negative territory, revealing the damage caused by Trump’s tariff turbulence.
Over a month, only three of the 11 morning star sectors are in positive territory, while all sectors are positive over the week. And in the years so far, most of these sectors have profited.
SAP remains the largest stock in Europe
Technology stocks have returned after the Trump administration announced tariff exemptions on smartphones, computers and other electronic devices.
ASML, the Dutch semiconductor giant ASML The sale in April was hit hard due to concerns that tariffs would affect ASML’s ability to ship machines, parts and tools to the US. ASML shares have grown by 3.2% over the past five days, but so far in 2025, shares have fallen by 15%.
However, German software company SAP Sap Escaped the worst effect of selling off. Stocks remained in positive territory through market defeat, with nearly 7% annual growth to date. SAP’s stock price has risen 5.36% over the past five days, and the company remains the largest stock in the Morningstar Europe Index.
SAP recently announced a 58% year-on-year increase in first quarter operating profit to 2.5 billion euros, surpassing the expectations of analysts of 2.2 billion euros.
LVMH under pressure
After technology, Consumer Cyclicals saw a 4.77% rise. LVMH MC The stock price has risen by 1.10% over the past five days.
LVMH recently lost its crown as Europe’s largest luxury company due to its market capitalization to Hermes rmsAnd stocks are over 20% per year amid fears of the impact of tariffs on European luxury goods.
However, LVMH already has manufacturing capabilities in the US for its flagship brands Louis Vuitton and Tiffany & Company.
Mercedes-Benz, a producer of luxury cars MBG Additionally, the stock price has risen 2.89% over the past five days. The company must contest the 25% tax on car exports to the US and the high impact of EU tariffs on electric vehicles imported from China.
Despite the stock price recovery, Mercedes-Benz CEO Ora Karenius said the global automotive industry has faced “the highest complexity” in over 30 years.
Auto stocks were volatile in April, but we concluded the month in hopes of increasing the likelihood of abating taxes by automakers.
Undervalued European Financial Stocks Jump
European Financial Services was the third best performer for the week. The finances were initially sold due to fear that Trump’s tariffs would cause an end to globalization, a global recession and a reduction in profit margins.
Asia-centric bank HSBC HSBA China and much of Southeast Asia suffered a severe blow to the April sale after suffering the most severe tariffs. Currently, HSBC’s shares have grown by 3% over the past five days.
BNP Pariva BNP Banco, Bilbao, Vizkaya, Argentia BBVA According to Morningstar metrics, both are undervalued bank stocks despite the latest profits. BNP Paribas returned 2.37% and 1.18% BBVA over the week.
These stocks managed to survive the volatility of April. To date, HSBC stocks have grown by nearly 10%, with BNP Paribas increasing by more than 25% and BBVA stocks increasing by more than 30%.
All year round, stock prices are at the end of April 29th.
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