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DEFENCE BUDGETS EUROPE
Iran war fallout amplifying Europe's financial vulnerabilities, ECB warnsThe ECB warns of potential financial instability due to an abrupt bond market repricing, fueled by high government spending needs and hedge...- A $2.89 trillion military surge signals the sharpest global arms buildup since WWIIThe surge in global military budgets is astonishing, with nations investing heavily in their defense capabilities in response to escalating...
- Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
- Manufacturing exports, earnings revival and AI: Why Mukul Kochhar sees Indian market staying resilientStrong Q4 earnings and a structural manufacturing export opportunity are fueling optimism in India's equity markets, according to Mukul Koc...
- Fire or ice: Why a ceasefire in the Gulf cannot holdAs the specter of renewed conflict between the US and Iran looms, the Strait of Hormuz stands at the center of this brewing storm. A fresh ...
- Kotak International announces launch of Kotak Indo-Pacific Defence UCITS ETFKotak International has launched its first UCITS ETF focused on the Indo-Pacific defence sector, offering exposure to rising military spend...
- Germany urges stronger European defence after US announces troop drawdownAmerica plans to pull 5,000 troops from Germany. This move encourages Europeans to bolster their own defenses. Germany is increasing its mi...
- Why European Union's wartime loan is vital lifeline for cash-strapped UkraineUkraine has secured a vital 90 billion euro European Union loan. This funding will sustain its wartime efforts. The loan arrives at a criti...
- Gulf storm: India should be evaluated as a strategic locational hedge for co-sharing GCC data centre infraRecent attacks on cloud data centers in West Asia highlight a new geopolitical risk. Hyperscale providers are now reassessing their global ...
- Indian defence stocks GRSE, BEL surge up to 20% as Trump’s NATO remarks spark security concernsIndian defence shares surged Tuesday following fresh geopolitical concerns. US President Donald Trump's remarks on NATO stability and globa...
- Global Market Today | Stocks dive in Asia, brent crude heads for record monthly riseAsian markets tumbled as investors braced for a prolonged Gulf conflict, driving oil prices to record monthly gains and fueling global infl...
- Thyssenkrupp naval unit's shares soar after spin-offAfter the spin-off from Thyssenkrupp, TKMS has experienced a remarkable rise in its stock values, a clear signal of the ramped-up defense s...
- EU Commission proposes 800-billion-euro defence planThe European Commission has proposed a new joint EU borrowing of 150 billion euros to enhance defence capabilities, within an overall 800 b...
- As Trump is sworn in, Macron warns Europe it can't depend only on US weaponsFrench President Emmanuel Macron emphasized the need for Europe to invest more in home-grown defence industries rather than relying on Amer...
- European Union to name new defence tsar - but is the job a dud?EU chief Ursula von der Leyen plans to appoint a designated defence commissioner, highlighting Europe's focus on rearming amid Russia's war...
- Replacing Rafales, Eurofighters: France, Germany and Spain strike deal over joint fighter jet"France, Germany and Spain are building one of the most important tools for their sovereignty and that of Europe in the 21st century," Fren...
- German defence projects at risk due to underfunding: Ministry paperAmong them are various multinational cooperation projects such as the development of a joint fighter jet with France , Europe's biggest def...
- Donald Trump and Brexit give momentum to EU defence pushThe EU, where most govts are also NATO allies, have come under increased pressure from Trump, who scolded Europeans for failing to spend en...
- China leads rise in Asia military spending: StudyDefence spending in China and four other Asian countries doubled over 10 years and will surpass Europe's military expenditures this year.
- Watch for India in aerospace, defence deals arena: PwCIndia and other emerging economies are steadily gathering momentum in the aerospace and defence deals space, where developed nations have b...
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