Stock Movers Rheinmetall Up, Fresnillo Rises, Syensqo Pick
Jan 5, 2026
Chloe Mele, a Bloomberg market reporter specializing in European defense stocks and commodities, shares valuable insights into the market's latest shifts. The discussion highlights a rally in European defense companies like Rheinmetall fueled by increased geopolitical tensions. Precious metals, led by Fresnillo, are also benefitting from this risk. Additionally, Mele delves into Morgan Stanley's optimistic view on Syensqo, citing its strong pricing power in a challenging chemicals sector. The analysis paints a vivid picture of a dynamic market landscape.
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Defense Stocks Rally From Venezuela Unrest
- Geopolitical turmoil in Venezuela lifted European defence stocks across the board.
- Analysts expect the unrest to reinforce Europe's push for more defence spending and strategic autonomy.
Watch Defence Stocks During Geopolitical Shifts
- Investors should consider defence names as geopolitical risk increases and Europe shifts toward greater security spending.
- Monitor policy signals that could translate turbulence into sustained defence budgets and industry gains.
Precious Metals Gain From Safe-Haven Demand
- Heightened geopolitical risk pushed investors into gold and silver, boosting precious-metals miners.
- Fresnillo benefited particularly as gold and silver hit records in 2025 and could rise further from current tensions.