Defense Stocks to Consider as Geopolitics Simmer


With geopolitical tensions sharpening in China, Eastern Europe, and the Middle East, RealMoney’s Kevin Curran points to defense companies as obvious benefactors. Investors, says Curran, should be looking at defense companies, too.

“Uncertainty in geopolitics is rarely a positive for investors, especially the scale of which we are seeing at present,” Curran wrote recently on Real Money. “Whether it’s still-simmering tension in Afghanistan after a U.S. exit, faltering authoritarian governments in Belarus and Kazakhstan, or the saber-rattling of Beijing over territories in the South China Sea, there is plenty to trouble one’s mind.”

As many global governments bolster their own military capabilities, they’re turning to U.S.-based defense companies.

“In many cases, this includes significant purchases from U.S.-based aerospace and defense firms such as Northrop Grumman  (NOC) – Get Northrop Grumman Corporation Report, Boeing  (BA) – Get Boeing…

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