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Which sector’s future are you most interested in? (for our next deep-dive)
🟩🟩🟩🟩🟩🟩 Aerospace & Defense
🟨⬜️⬜️⬜️⬜️⬜️ Energy & Commodities
🟨⬜️⬜️⬜️⬜️⬜️ Tech & AI
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Defense Supercycle
The geopolitical chessboard just exploded, and smart money is already positioned.
Last week's SCO summit showcased China's new world order while Israel's record Qatar strike shattered Middle East stability.
What to expect next? Secondary tariffs on China and India? Massive geopolitical shifts are on.
How will the US & EU manage China’s dynamic? €150 billion defense budget increase and NATO's historic 5% GDP target by 2035.
While the S&P 500 moves slowly at 2%, defense ETFs have surged 35%. The defense sector experienced its biggest boom since WWII.
The question is not whether you should be in defense stocks, it's whether you can afford to be out.
