Thales eyes higher defence sales as government spending booms
French group says Middle East conflict shows how ‘disturbed state of geopolitics’ is driving rearmament
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Iran war spurs global demand for defence equipment, says Thales
French group expects Middle East conflict to boost orders, from rockets to air surveillance systems
US investors boost defence exposure as global wars fuel spending boom
Trend reverses prior hesitance over arms investments because of slow growth and perceived conflict with ESG standards
Defence spending sprees tend not to deliver lasting growth, says IMF
Fund’s research tempers claims by European governments that bigger military budgets should revitalise their economies
A turbulent week for financial markets
Investors risk being too complacent about war in the Middle East
Saudi Arabia boosts defence spending by a quarter
Military expenditure rose above $17bn in first three months of year as Iran launched strikes around Gulf
Defence stocks give back gains as investors buy rumour but sell war
Production bottlenecks and uncertainty over US munitions funding weigh on stock prices for weapons makers