地政学的ストラテジー
Beta Report
Europe’s Crisopportunity: Trump, Putin, And The Geopolitical Gambit
Fears of Europe’s decline due to Russian aggression and shifting US policy are overblown. President Trump’s tough stance on Ukraine is a strategic move to consolidate domestic support, not an abandonment of Europe, while Russia’s threat is exaggerated. As Europe responds with higher defense spending, stronger market integration, and greater political unity, investors should overweight European defense stocks and position for Europe’s broader market outperformance.
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BCAリサーチ | GeoMacro Strategy
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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