Ziad Haider’s Post

View profile for Ziad Haider

Partner, Global Director of Geopolitics at McKinsey & Company

“Asia’s arms makers and naval shipbuilders are leading a global surge in defence stocks this year as investors bet that the region’s companies are primed to lead a rearmament boom . . . Shares in Hanwha Aerospace, South Korea’s largest defence group, have tripled this year to a market value of nearly Won18tn (close to $13bn), leaving them in dollar terms just behind Nvidia among the MSCI All-Country World’s biggest gainers.” https://on.ft.com/4fUDkM4 Hugues Lavandier Varun Marya Alexander Benard

  • chart, funnel chart
Matthew Dolbow

Senior Diplomatic Fellow, Stanford University

3mo

Interesting - defense tech is booming here in Silicon Valley too

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