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Asian defense sector draws institutional interest despite governance risks

Lucas Cacioli
Growing defense spending and modernisation efforts across the region present opportunities for investors, but government influence and export controls remain key concerns.
Asian defense sector draws institutional interest despite governance risks

Asian defense companies are gaining increased attention from institutional investors as regional defense spending surges and export opportunities expand, though government ownership and geopolitical tensions require careful consideration, according to Franklin Templeton Institute investment strategist Kim Catechis.

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