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Chronic conflict in Ukraine and the Middle East, stubborn global inflation, soaring military spending, and persistent tension with China haven’t stopped stocks from marching higher. 

Are stocks ignoring geopolitical risk? Is a new investment narrative emerging? How can investors profit from the remarkable global growth in defense spending? 

Sean Darby, equity strategist at Mizuho Securities shares his ideas and perspectives with co-hosts John Lee and Tom Corbett on the latest episode of Asia Centric.

Chronic conflict in Ukraine and the Middle East, stubborn global inflation, soaring military spending, and persistent tension with China haven’t stopped stocks from marching higher. 
Are stocks ignoring geopolitical risk? Is a new investment narrative emerging? How can investors profit from the remarkable global growth in defense spending? 
Sean Darby, equity strategist at Mizuho Securities shares his ideas and perspectives with co-hosts John Lee and Tom Corbett on the latest episode of Asia Centric.

For all its vastness and power, Asia remains a mystery to global investors. Bloomberg Intelligence talks with the experts who know Asia best, unspooling its riddles and peeling back its layers with fascinating stories and insights at the intersection of business, wealth, and power. Investors will come away with new understanding of the risks and opportunities that await in a region rife with complexity, yet teeming with ambition and potential.

For all its vastness and power, Asia remains a mystery to global investors. Bloomberg Intelligence talks with the experts who know Asia best, unspooling its riddles and peeling back its layers with fascinating stories and insights at the intersection of business, wealth, and power. Investors will come away with new understanding of the risks and opportunities that await in a region rife with complexity, yet teeming with ambition and potential.

Asia Centric by Bloomberg Intelligence

The Bull Case for Defense Stocks Could Be for Real

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fc2a4664-2920-43ab-abcb-b16b0006463d/transcript

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