Political unrest

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Thailand-Cambodia Border Conflict: What's Behind the Escalation?
Bloomberg Television· 2025-07-25 06:56
Thailand and Cambodia has a long history of border. Tensions had largely remained stable since a deadly conflict in 2011. The latest dispute erupted in late May, with troops exchanging gunfire in a disputed border area.One Cambodian soldier was killed. The border standoff continued as diplomatic efforts failed to ease tensions in mid-June. Then Thai prime minister appeared on time to shine a light.Attempted to defuse the situation in a phone call with former Cambodian Prime Minister Hun Sen. Days later, the ...
Peace doesn't seem to be on the offering with Israel-Iran, says TD Cowen's Roman Schweizer
CNBC Television· 2025-06-13 18:24
Geopolitical Impact on Aerospace & Defense - Geopolitical unrest directly correlates with increased defense spending, leading to historic levels of global defense expenditure [7] - Ongoing conflict, such as the one involving the Israeli Air Force using F-35s, suggests continued robust demand in the aerospace and defense sector [3][13] - The situation suggests that peace is not expected in the near future, unfortunately driving defense spending [8] US Defense Budget and Spending - The House appropriators' FY26 bill is flat but includes a 45% year-over-year increase in investment spending, benefiting large-cap companies [6] - House Republicans are considering a reconciliation package that would allocate $150 billion in generational investment [7] - The Trump administration has discussed a $1 trillion defense budget, including both mandatory and discretionary spending [11] NATO and International Spending - A NATO summit is expected to discuss increasing equipment purchases to 35% of GDP [7] - If NATO were to increase spending to 5% of GDP, it could result in approximately $700 million in additional spending [11] US Foreign Military Sales - US foreign military sales are on pace for a third consecutive record year, indicating robust demand from US allies and partners [11] - Last year, foreign military sales reached $127 billion, following $18 billion the previous year [12]
NNIT A/S: Business performance impacted by market undercetainty expected to continue. Mitigating actions taken to protect profitability
Globenewswire· 2025-05-05 09:41
Q1 2025 key highlights Financial performance for the first quarter was expected to be moderate, but macroeconomic and geopolitical uncertainty increased, which impacted NNIT. The uncertainty has influenced customer behavior, especially in the three regions focusing on IT Life Science solutions, where several projects have been postponed, most predominantly in Region Europe. Group revenue amounted to DKK 464.1m, entailing flat revenue growth compared with last year.Despite improving utilization and capacity ...