Article: BAT climbs back as defensives recover

Market Report

BRITISH AMERICAN Tobacco traded higher last night, as defensive stocks, depressed by some sharp selling in the session before, staged a recovery.

The cigarette maker was the worst-performing blue chip on Tuesday, as investors bought into riskier cyclical plays. But the trend was reversed last night, with BAT gaining 4.8 per cent or 71p to 1,566p.

Investec said investors faced a conundrum - although BAT remains attractive, and while it has suffered in recent weeks, on a two- year view it has still outperformed cyclical stocks in the financial and mining sectors. "The risk therefore exists that cyclicals continue to rally despite our view that BAT is looking highly attractive," ...

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