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Investing in war: A call to arms for defence stocks

Jovi Ho
Jovi Ho • 22 min read
Investing in war: A call to arms for defence stocks
Defence stocks around the world have rallied on heightened tensions. How can investors ride this upswing and do so sustainably? Photo: Bloomberg
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“Let me say one positive thing about Donald Trump,” — a few hundred pairs of ears pricked up at these words by Kishore Mahbubani, former Singapore ambassador to the United Nations, on a panel at CNBC’s inaugural Converge Live summit — “for reasons I don’t understand, he doesn’t like wars — which is wonderful!” 

“He’s a pacifist,” suggests the panel moderator, CNBC anchor Sara Eisen. Sensing a pause, she then muses: “Shouldn’t everybody not like wars?”

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