The €800 Billion Plan for Rearmament by Ursula von der Leyen. Two Beneficiaries!
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As of March 4, 2025, there are three reasons why European defense stocks are likely to continue their upward trend. 1.) The USA is suspending military aid to Ukraine until further notice. Apparently, Trump wants to "force" them into a deal. Consequently, more arms deliveries and funds will need to be provided from Europe for Ukraine. 2.) A special defense fund in Germany is expected to be established. It is likely to be between €100 billion and €400 billion. According to economic experts, €300 billion will not be sufficient by 2030; "much...
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