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Defence Sector

The New Defence Sector Investment Cycle: Why “Must-Own” Stocks Are Anchoring Portfolios in 2026

The global defence sector is undergoing a transformation that goes far beyond a cyclical uptick in military spending. What is unfolding in 2026 is a structural shift—one driven by geopolitical fragmentation, technological acceleration, and a renewed emphasis on national security.…

Ceasefire on paper, escalation in theatre: Iran’s 10 demands and the US build-up in the Gulf

Ceasefire on paper, escalation in theatre: Iran’s 10 demands and the US build-up in the Gulf

A two-week ceasefire between the United States and Iran has paused immediate hostilities, but the crisis remains unresolved. Tehran’s 10 conditions amount to a sweeping political demand set, while Washington continues to reinforce its military presence in the Gulf, indicating…