WS #16070

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Russia launched 16 ballistic missiles at Ukrainian energy infrastructure without prior US notification, marking a significant escalation in the conflict. Simultaneously, China confirmed the deployment of its most advanced nuclear-powered submarines for intercontinental ballistic missile tests. These events are driving a flight to safety and increasing demand for defense sector equities, while raising broader systemic risk premiums.

Geopolitical Escalation and Defense

Russia launched 16 ballistic missiles at Ukrainian energy infrastructure without prior US notification, marking a significant escalation in the conflict. Simultaneously, China confirmed the deployment of its most advanced nuclear-powered submarines for intercontinental ballistic missile tests. These events are driving a flight to safety and increasing demand for defense sector equities, while raising broader systemic risk premiums.

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