From drones to missiles: Spending is certain; which company benefits is not. So, own the ecosystem: 14 def
The defence sector’s positives are well known. But there are some unknowns. For “security reasons” we will never know how or why orders are placed, or how the focus areas are decided. Not surprising. No government will announce what it plans to do for its own defence. The only certainty is that there will be an increase in spending. Just Google how many countries have said that their defence spending as a percentage of GDP will see a sharp rise in the next three years. The number and names on the list may surprise you.
The defence sector’s positives are well known. But there are some unknowns. For “security reasons” we will never know how or why orders are placed, or how the focus areas are decided. Not surprising. No government will announce what it plans to do for its own defence. The only certainty is that there will be an increase in spending. Just Google how many countries have said that their defence spending as a percentage of GDP will see a sharp rise in the next three years. The number and names on the list may surprise you.
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