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Prof G Markets
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Germany's Defense Spending Shift
This chapter explores Germany's transformative approach to defense and infrastructure funding, including the lifting of borrowing limits and the creation of a substantial infrastructure fund. It discusses the implications for the German stock market, European defense investment opportunities, and a notable trend towards increased Eurozone stock allocations. Additionally, the chapter highlights strategies for diversifying investment portfolios with a focus on low-cost ETFs amidst shifting global dynamics.
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