UPDATE 2-Italian stocks lead Europe up as budget fears recede

Published 10-09-2018, 09:41 pm
© Reuters.  UPDATE 2-Italian stocks lead Europe up as budget fears recede

* STOXX up 0.5 pct

* Italian banks lead sector higher

* Italy's FTSE MIB rises 2.3 pct

* Richemont gains on update, new CEO (Updates prices, adds details, quotes)

By Danilo Masoni and Helen Reid

MILAN/LONDON, Sept 10 (Reuters) - European shares climbed on Monday thanks to a relief rally in Italian stocks and banks after comments from Italy's finance minister eased concerns about his government's spending plans.

The pan-European STOXX 600 .STOXX index had a strong start to the week, gaining 0.5 percent after ending Friday near its lowest close since early April.

The export-oriented DAX .GDAXI rose 0.2 percent and Italy's FTSE MIB .FTMIB jumped 2.3 percent - its biggest gain in three months.

Anxiety over a new stage in a U.S.-China trade war clouded sentiment.

Late on Friday, Trump warned he was ready to impose tariffs on virtually all Chinese imports, threatening duties on another $267 billion of goods on top of $200 billion worth set for levies in coming days income effects from tariffs on $250 billion of imports are a rounding error for the $19 trillion U.S. economy," wrote JP Morgan analysts.

"But second-round impacts through lower business and consumer confidence and tighter financial conditions are much harder to estimate, in part because no President in living memory has weaponised trade policy like this one has."

Rising trade tensions were eclipsed by comments from Italy's finance minister providing comfort to those fearing a bigger Italian budget deficit.

Italian banks .FTIT8300 rose as the country's government bonds rallied after Giovanni Tria predicted yields would drop when the government laid out its budget for 2019. in Intesa Sanpaolo ISP.MI , Banco BPM BAMI.MI , and Mediobanca MDBI.MI all rose more than 4 percent.

UniCredit CRDI.MI gained 4.9 percent after its chairman said the bank, Italy's largest by assets, would assess strategic options as it planned for 2019. He was responding to a question about a possible merger with Societe Generale SOGN.PA . defence company Leonardo LDOF.MI jumped 8 percent on the news - after Friday's close - that it would exercise a right of first refusal to buy the 98.5 percent of Vitrociset it didn't already own. thwarted the bid of Fincantieri which in August signed a deal to buy 98.5 percent of Vitrociset in a joint consortium with Mer Mec.

On Sunday, Josef Ackermann, former CEO of German lender Deutsche Bank DBKGn.DE , said in an interview with Bloomberg TV that Europe needed bank mergers to create a regional champion.

German lenders Commerzbank CBKG.DE topped the DAX with a 2.4 percent gain, while Deutsche Bank DBKGn.DE , which has been rumoured as a possible partner, fell 0.4 percent.

Elsewhere, Richemont CFR.S rose 1.1 percent after the Cartier maker appointed Jerome Lambert CEO and posted a 10 percent rise in five-month sales appointment is likely to be welcomed amid some investor concerns about a long-term successor at the group," said Kepler Cheuvreux analyst Jon Cox, affirming a buy rating on the stock.

"The strong sales figure is likely to support a stock that has drifted versus peers and trades at almost a 30 percent discount," he added in a note.

The solid update supported shares in peer Swatch UHR.S , which gained 0.7 percent.

In the UK, RPC Group RPC.L jumped 18 percent after Europe's biggest plastics packager said it was in early talks with funds about a takeover offer for the company It was the biggest gainer on the STOXX.

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