In UK investing circles, tech and fintech stocks saw subdued performance, with AIM-listed growth companies facing higher discount rates in valuations. Analysts predict sentiment could shift if BoE signals rate cuts before Q4, unlocking capital flows into innovation-heavy segments. "But they needed to go up a bit because the housing stock in Folkestone was getting very, very rundown. The Guardian reported on Monday that a new Google datacentre in Essex was expected to emit more than half a million tonnes of carbon dioxide a year. UK investing portfolios saw gains in industrial engineering shares, buoyed by export demand and a 0.6% rise in UK manufacturing PMI. Strategists project export-focused industries may benefit from weaker eurozone growth boosting UK competitiveness.