LSE:QQ.Aerospace & Defense
3 European Defence Stocks Investors May Prefer As EU Funding Rules Tighten
Europe’s defence and aerospace sector is wrestling with shifting EU funding rules, and that is reshaping how investors look at some of the region’s biggest listed stocks. France’s attempt to ringfence EU defence loans has instead restricted financing for joint projects with UK groups, including those involving MBDA, Airbus, BAE Systems, Leonardo and Thales. For investors, the question is which companies appear better positioned to handle tighter access to the €150b Safe fund and greater...