Europe is significantly increasing defence spending due to exclusion from US-Russia peace talks, potentially adding $370 billion in investment. The NATO summit aims for 3.5% of GDP on defense, signaling a decade of hard power investment. Commercial aerospace faces macroeconomic challenges like tariffs, but demand and supply chain performance are generally positive, indicating a healthy outlook.
Energy, telecom continue to draw foreign flows in Nov
Foreign investors injected significant capital into India’s energy and telecom sectors in the latter half of November, continuing a trend from earlier in the month
December 10, 2025