WisdomTree Insights
View all WisdomTree insights in the Asia Defence category.
Geopolitics: when security matters more than efficiency
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Japan's defence sector reaches an inflection point
Japan's defence story is gathering pace. Spending reached its target two years early. A decisive election result has firmed up political support, and new taxes now give defence its own funding stream. Export reform has also opened overseas markets, with Australia's frigate order an early win. We explain why 2026 could mark an inflection point for Japanese defence equities.
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Asia’s defence shift: from geopolitics to investment opportunity
This blog explores how rising geopolitical tensions and strategic autonomy are reshaping Asia’s defence landscape. As governments expand spending and build domestic industrial capacity, the region’s defence sector is becoming a multi-year investment theme. It also outlines how investors can gain targeted exposure through the WisdomTree Asia Defence UCITS ETF.
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