DUAVF - Rather Look To The U.S. Than BAE Systems For Defense
- If you like the Typhoon, you'd rather go for the Rafale given Dassault's lesser valuation.
- Furthermore, Saudi Arabian exposure could be a risk on a go-forward basis due to political tensions around oil.
- Aukus and the Ukraine war do create tailwinds from increased defense spending, as well as the Solomon Islands developments.
- But overall, US defense companies are best positioned given US influence over geopolitics and the Ukraine war in particular. Best to search for deals over there.
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Rather Look To The U.S. Than BAE Systems For Defense