Asia Centric by Bloomberg Intelligence cover image

Asia Centric by Bloomberg Intelligence

The Bull Case for Defense Stocks Could Be for Real

May 9, 2024
25:05

Chronic conflict in Ukraine and the Middle East, stubborn global inflation, soaring military spending, and persistent tension with China haven’t stopped stocks from marching higher. 

Are stocks ignoring geopolitical risk? Is a new investment narrative emerging? How can investors profit from the remarkable global growth in defense spending? 

Sean Darby, equity strategist at Mizuho Securities shares his ideas and perspectives with co-hosts John Lee and Tom Corbett on the latest episode of Asia Centric.

See omnystudio.com/listener for privacy information.

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