HANetf (Unlisted (UK):Han) co-CEO Hector McNeil joined Proactive's Stephen Gunnion to make the case for the Future of Defence Indo-Pacific ex-China UCITS ETF (ISE:QUAD) - which he says is the best-performing defence product in Europe year to date.
While European rearmament has grabbed the headlines, McNeil pointed to standout gains from South Korean names like LIG Nex1, Korea Aerospace and Hanwha, alongside structural growth across India, Japan, Singapore and Taiwan. India's "Make in India" policy is driving companies like Bharat Electronics, while Singapore is investing heavily in cybersecurity and smart defence systems.
With individual stock and country caps built in, and Kotak providing local expertise on India, McNeil argued investors need to rebalance away from US dominance and look east for where the real defence growth is happening.
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