fromLondon Business News | Londonlovesbusiness.com
1 week agoDefence stocks soar with BAE leading the pack - London Business News | Londonlovesbusiness.com
I still like European defence as a theme. The rearmament story is yet to really even begin and whilst we have seen a material rerating in several large defence names on the continent and in the UK, a selloff in the autumn on some fuzzy 'Ukraine peace deal hope' trade is overdone and fails to capture the long-term value in the sector.
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