Trump’s Ukraine Pivot Fuels 100% Gains in World’s Defense Stocks
(Bloomberg) – Washington has made it clear that Europe must protect itself. For some investors, it is called to download defense shares.
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Shares related to security have been on tears this year with Rheinmetall AG in Germany (Rhm.de) The best performer in the world’s world index as the best performer, because the money leaders expect to jump in military spending. Buzz has fallen in Asia where South Korean Hanwha Aerospace CO (:012450.ks) and its unit Hanwha Ocean CO (042660.ks) Both were collected by more than 100% to win all their regional peers.
The shift of US President Donald Trump is a new commitment to hold the center of attention and teaching on Asian contractors in traditional security alliances, which are able to transfer faster and cheaper weapons than their competitors. The axis of these shares was first dragged during the Russian-Ukraine war and Trump’s decision to stop Ukraine’s military assistance.
“Trump says that if Russia attacks you, we do not support you, you are on your own,” said the consulting firm’s for investment companies. He will bring “Europe to regulate their defense industry,” he said.
The European Union ($ 158 billion) loans to promote 150 billion euros (EU) President Ursula said on Tuesday. According to Friedrich Mercy, waiting for Chancellor, Germany will set up 500 billion euros funds.
Against this background this year, the shares of Rheinmetall increased by more than 80% on Monday and reached a record 1,144.50 euros. They trade before 100 euros, before Russia invaded Ukraine.
Similarly, the shares of the leading defense contractor of South Korea have hit a number of all time in 2025 after more than doubled in terms of last year. At the end of December, the shares of Navigating Han Oktz rose by 115%. This year, the profits reached the market value of two shares have increased $ 21 billion.
The trump’s move to Ukraine’s assistance to Ukraine has left another rally in the defense reserves of Asia, as traders weighed Ukraine to Ukraine with weapons to Ukraine. In Japan, the shares of heavy equipment producing IHI Corp. jumped the highest since 1990.
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