Europe's Defense Industry: At the Beginning of a Historic Supercycle!
The European defense industry benefits from the "turning point" in security policy and the political will for significantly higher defense spending!
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I am convinced that we are at the beginning of an extraordinary boom for the European defense industry. The geopolitical developments, especially the conflict in Ukraine, have led to a fundamental rethinking of European security policy. The recent announcements by NATO Secretary General Mark Rutte to raise the spending target "significantly above 3%" of GDP, as well as the plans from the EU Commission to significantly increase defense spending, mark a turning point. The combination of rising European defense budgets and potential cuts in US military...
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