The absence of confidence in the United States is increasing European and Asian defense shares

The 2008 series “Star Wars: Clone Wars” is a quote from the series: “Wars do not win with superior weapons, but with the superior strategy.”

However, the strategy in the markets is currently investing in the markets, weapons, especially in the United States.

Following the voice of the long-lasting global unions of the Trump management, the countries poured their defense budgets and protection shares.

The growing tide of increased defense expenses usually lifts all weapons shares, but Europe and Asian defense shares preferred US colleagues.

After the shares generally announced the plan for US President Donald Trump for “reciprocal tariffs”, Europe and Asian weapons producers still rise in a year later than 100%.

The strategy in the veteran investor and Strategy quantum strategy said that CNBC’s ally in the United States is related to the reduction in the US confidence in the US protection shares outside the United States.

He noted that US President Donald Trump has linked Russia with Russia in Russia-Ukrainian war President of Ukraine Volodymyr Zelenskyy’s “betrayal” He led to assessing that they could no longer trust in the United States

Roche’s appearance, at the Institute of Royal United Services, the director of the UK-based meditation center is echoed by Trevor Taylor.

Taylor, historically, European governments often inclined to get from the United States, because it is better to feel better about the world’s largest economy.

“(Now) does not seem that the United States does not want to be responsible for the ally. Then some commentators raise the question, why put money on the economy?” added.

Thus, European countries will be tended to take strong allies from European companies or South Korea, as they have the same strategic goals.

Roche noted mainly for the country’s sales country, the United States, which is sold, using the weapons sold, in the United States, Europe and Asia countries, mainly

An example of such a sample, Forbes in March, the United States has parted its support for donated F-16 fighters in Ukraine. Radar hinders jammers The plane was built.

“If you have an autonomous defense policy, you must have an autonomous military industry.

MPs were passed in Germany Historical debt reformleads the way to defense a huge spriggage. The Great Britain Prime Minister Keir Starmer is also The British National Judgment Assistance was taken hostage.

The European Union also compiled plans Mobilize up to 800 billion euros ($ 883 billion) To make regional security Bulgarian.

These plans are expanding books in companies such as Sea Seals Maker Maker ThyssenKrupEp Marine Sea systems, ThyssenKrupp coat distribution.

CEO Oliver Burkhard Reported CNBC back in February The general accessible customer base expects to increase by the decade by the end of the decade.

Burkhard, when the action comes to the defense budget, there is no longer a limit to more or less, “Burkhard said.

Leopard 2 is a German weapons manufacturer Rheinmetall known to produce basic combat tanks, In March, he said The protection is waiting for up to 40% this year, forecasts “large high-level orders of military customers.”

Sales are expected that the company expected that no potential defense costs were expected without any potential impetus, the company said that “in a promising position in the upcoming increase in the upcoming growth”.

These expenses also raise the shares of Asian defense, because European weapons producers cannot expand the ability to produce a sudden demand for this sudden demand.

Thus, they appeal to Asian arms suppliers to fill this production power, resulting in orders of arms suppliers from European countries in Asia.

There are South Korean weapons producers since 2022 Received major orders from European countries Expand their arsenals or expand equipment to Ukraine.

For example, the Korean Aerospace Industry, Soviet era, after connecting the warriors to Ukraine, was presented with Polish-50 fighter jets to Poland.

Hanwha Aerospace received an order from Poland and Romania for self-propelled howitzers in the last two years. South Korean company in March declared the law proposal 3.6 trillion South Korea ($ 2.5 billion) to invest in foreign protection facilities, shipbuilding and drone engines.

The company, In release of rightsAerospace aims to become a “global player” in the field of ship construction and defense.

Singapore St EngineeringManufacturer of military equipment for the city, Provided agreements In 2024, 155 millimeters of artillery shells for European countries to produce shells.

According to a March 18 Note Brokerage company CGS International CGS International, Ste, “The goodness of many years of earnings” is partially in international defense, especially in Europe and the Middle East, “Improves numerous earnings.”