European Defense Stocks: Long-Term Commitment Amidst Conflict
Update: 2025-11-24
Description
European defense stocks, once a market powerhouse due to increased military spending post-Ukraine invasion, are now plummeting. Investors views on the conflicts resolution vary, with some expecting a peace agreement soon, while others, like Mediobancas Alessandro Pozzi, predict a late 2026 resolution. Despite potential market fluctuations, Europes defense spending is expected to remain robust, indicating a lasting shift in policy.
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