Stock market, European defence in the red as geopolitical risks fall
Sales on Leonardo in Milan, down also Rheinmetall and Bae
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(Il Sole 24 Ore Radiocor) - The agreement on the peace plan in Gaza reached by Israel and Hamas, which also envisages the release of hostages, alleviates geopolitical tensions in the Middle East area and, as a result, fuels sales on defence stocks (the sector's Euro Stoxx fell), which in recent months have benefited from the arms race triggered by the escalation on several fronts (in Israel, but also in Ukraine, a front that remains open).
«I titoli della difesa hanno beneficiato di un forte rialzo dovuto al premio di rischio geopolitico dopo gli attentati del 7 ottobre di due anni fa. Oggi sono in calo, appunto con l'allentarsi delle tensioni», spiegano gli analisti di Saxo. Così a Piazza Affari Leonardo - Finmeccanica scivola in coda al FTSE MIB, con gli investitori che tirano i remi in barca dopo la volata che ha portato le azioni a salire più del 100% dai 26 euro di inizio anno agli attuali corsi. Forti cali anche per Rheinmetall ed
It has to be said, however, that the setback may only be temporary: strengthening European defence remains an open question, especially since, as mentioned, the Russian-Ukrainian conflict is not yet over. The European Union, also thanks to the European Safe regulation, aims to spend more and strengthen European industry, reducing the share of military imports from the United States (64% in 2024). Moreover, through the Readiness 2030 plan (initially christened ReArm Europe), Europe aims to mobilise up to EUR 800 billion in investment by 2030, stimulating member states to increase spending and collaborate in joint procurement, focusing on capability gaps and promoting a European defence industry.
