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Defense Delivers (Part 1)
Irrespective of the outcome of this deal, our U.S. Equity Strategy team remains overweight the pure-play BCA Defense Index on a structural basis and also reiterates its high-conviction overweight bet for this industry. Three key pillars will sustain…
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BCAリサーチ | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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