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Asia defence: investing in the region’s growing capabilities
Published October 23, 2026
Asia’s rising defence spending is creating potential investment opportunities that global defence benchmarks may not fully capture. This video explores how regional tensions, shifting security responsibilities and a focus on domestic production are driving investment across Japan, South Korea and India. It also examines how WisdomTree’s strategy prioritises companies with greater exposure to defence revenues across aerospace, shipbuilding and defence electronics. Discover how this targeted approach adapts as new companies emerge, export ambitions grow and the region builds its own defence capabilities.
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About the contributor
Aneeka Gupta
Director, Macroeconomic Research
@AneekaGuptaWTAneeka Gupta is Director of Research at WisdomTree. Prior to the acquisition of ETF Securities in April 2018, Aneeka worked as an Equity & Commodities Strategist at the company. Aneeka has 17 years of experience working as a Research Analyst across a wide range of asset classes. In her current role she is responsible for conducting analysis for all in-house equity, commodity and macro publications and assisting the sales team with client queries around products and markets. Prior to WisdomTree, Aneeka began her career as an equity analyst at Bear Stearns International Ltd in London. She also worked as an Equity Sales Trader at Sunrise Brokers across US and Pan European Exchanges. Before that she worked as an Equity Derivatives Sales Manager at Mashreq Bank in Dubai. Aneeka holds a Masters in Mathematics from Oxford University and a BSc in Mathematics from the University of Delhi, India. She is also a CFA Charterholder.