Asia Defense: The Next Long-Term Investment Frontier
Source: SeekingAlpha
2025-11-12 02:10:00 ET
By Christopher Gannatti, CFA & Samuel Rines
A Changing Security Order
For most of the postwar era, global defense was a story anchored in Washington. The story was simple—American aircraft carriers patrol the seas, U.S. bases ring the globe and NATO 1 allies benefit from the security umbrella. In that era, investors could get their defense exposure from a handful of primes—Lockheed ( LMT ), Raytheon ( RTX ), Northrop ( NOC ), Boeing ( BA ) and General Dynamics ( GD ), to name a few 2 —assuming the rest of the world would continue outsourcing their defense sovereignty to the U.S....
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Asia Defense: The Next Long-Term Investment Frontier
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