In peace and in war - Defense stocks before the next jump: Volatus Aerospace, thyssenkrupp, DroneShield and Rheinmetall
Europe's defense industry is facing an unprecedented wave of investment. The combination of long-term secured financing, political resolve, and technological modernization creates an attractive environment for defense, sensor, and AI suppliers. Analysts' average expected increases are between 5 and 10%, which will grow the market from approximately €125 billion to around €170 billion by 2030. The main drivers are the EU's massive investment initiatives, which aim to mobilize up to €800 billion through the new SAFE financial instrument. This represents a historic milestone for the arms buildup, given that we have only completed 25 years of disarmament. The package includes €150 billion in loans for the joint procurement of high-tech systems such as drones, air defense systems, and artillery. Which stocks can benefit from this scenario? Read the full article...
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Solar industry on the brink of a mega comeback?
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