Article
Bernstein Puts Timeline On When EU Rearmament Supercycle "Goes Boom"
Bernstein Puts Timeline On When EU Rearmament Supercycle "Goes Boom"
Readers by now know how we've laid out the looming rearmament supercycle in the West colliding with the "own the bottlenecks" theme, as resource nationalism makes industrial metals and rare earths scarce because of Beijing's export restrictions.
Adrien Rabier, Bernstein's equity analyst covering European aerospace and defense, penned a note on Tuesday explaining why the European defense rearmament cycle remains a top investment theme and even outlined a timeline.
In a report titled "European Defense: Beyond the order boom," Rabier said...
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