Are defence and aerospace stocks set to soar? Matt Orton’s view on global market tailwinds

August 18, 2025

Global markets show cautious optimism as geopolitical clarity from Trump-Putin and Zelenskyy talks could marginally boost sentiment. Strong tailwinds from India’s GST reforms and positive earnings support markets. Aerospace and defence remain key outperformers due to ongoing security investments, with potential long-term gains despite unresolved geopolitical tensions.

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