Investors are expected to increase exposure to defense, energy, and technology stocks as the Middle East war pushes governments to prioritize security and self-reliance. The article points to a risk-off rotation rather than a specific company-level catalyst, with potential support for sectors tied to defense spending, energy security, and strategic technology.
Investors are expected to increase exposure to defense, energy, and technology stocks as the Middle East war pushes governments to prioritize security and self-reliance. The article points to a risk-off rotation rather than a specific company-level catalyst, with potential support for sectors tied to defense spending, energy security, and strategic technology.
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