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
French group expects Middle East conflict to boost orders, from rockets to air surveillance systems

French group says Middle East conflict shows how ‘disturbed state of geopolitics’ is driving rearmament

Investors have been right to identify geopolitics as a rising risk factor

Middle East conflict holds out promise to bring another windfall for defence groups as governments restock arsenals

Military expenditure rose above $17bn in first three months of year as Iran launched strikes around Gulf

Move to shore up regional partners during Iran war comes as US warns Europe of delays to weapons shipments

Trend reverses prior hesitance over arms investments because of slow growth and perceived conflict with ESG standards