China trade data fuels miners Aggreko rebounded as investors were urged to look beyond "a temporary lull" in trading while the broader London market benefited from China data-fuelled gains for miners. Shares in the world's largest provider of mobile power generators slumped to their worst drop in seven months last week after it admitted that customers at its emerging markets Power Projects division remained hesitant about signing new contracts. "The slowdown in Power Projects order intake has unsettled investors," said Caroline de La Soujeole, analyst at Cantor Fitzgerald. But we remain positive and recommend investors to look beyond this lull in trading. Aggreko gained 3.2 per cent to £17.04 with the broker reiterating buy advice and a £22 target price as it addressed "the hot topic of the moment - emerging markets deceleration." Aggreko chief executive Rupert Soames had claimed emerging economies should still see some growth but at a more measured pace, said Cantor. "In our view, the business model is not broken, the thirst for power in emerging markets hasn't suddenly been switched off," added the broker. While the slowdown in order intake in Power Projects is frustrating, we think investors are likely to be well rewarded for their patience with a return of cash to shareholders a strong possibility in the first half of 2014. The FTSE 100 gained 0.8 per cent, or 53.71 points, to 6,583.39 as a two-day rally took the edge off the week's losses for the London benchmark. The market fell 1 per cent over the five trading days but is still up 12 per cent this year. "Natural resource stocks are back in favour as China's second wind could lead to an increased appetite for metals," said David Madden, of IG. Banking stocks are also in the black as a combination of short covering and bargain-hunting kicks in. The mining sector was led by precious metal stocks, which continued their recovery after a bout of heavy selling in the week. Fresnillo, the world's biggest silver miner, topped the FTSE 100 leaderboard, jumping 8.2 per cent to £10.35 while not far behind was Chilean copper miner Antofagasta, which climbed 7.5 per cent to 942p. Gold miner Randgold Resources firmed 6.6 per cent to £47.22, combined group Glencore Xstrata gained 6.1 per cent to 297.50p while diversified miner Anglo American rose 6.1 per cent to £15.43. Dual-listed Rio Tinto climbed 5 per cent to £31.68 as Credit Suisse reiterated outperform advice on its Sydney-issued stock. Among corporate news, Tesco gained 1.6 per cent to 375p after it confirmed that it was in talks to form a joint venture in China with the state-controlled retailer, China Resources Enterprise. "Tesco's decision to enter a JV in China shows that management are not simply paying lip service to capital discipline," said Jonathan Pritchard, of Oriel Securities. The problems leaving the US aren't ideal but, longer term, we hope that the [chief executive Philip] Clarke team sticks to its word where overseas returns are concerned. Reiterating buy advice with a 425p target, Oriel added: "The shares have long-term appeal, although they are probably largely range-bound for now." Standard Life was the biggest faller on the index - down 3.3 per cent to 365p after the insurer's poorly received earnings on Thursday. But Lloyd's of London insurer Catlin managed to break a three-session losing streak despite reporting a decline in investment returns. Its shares overcame early weakness to edge 0.2 per cent upwards to 490p. "Catlin announced interim results that showed a miss against consensus driven by larger than expected catastrophe losses and lower investment returns," said Oriel analyst Marcus Bernard. While the market may initially be disappointed, investors should take account of the company's clear organic growth strategy and exposure to the sector at a low valuation.