The Kotak Indo-Pacific Defence UCITS ETF (QUAD) aims to provide exposure to Indo-Pacific defence spending, ex-China. China’s military expansion has kick-started the most significant rearmament drive in the Indo-Pacific since the Cold War. In response, countries from India to Japan are not only increasing defence budgets but also accelerating efforts to localise arms production. This shift – from imports to domestic sourcing – presents a growing opportunity for Indo-Pacific defence companies.
Courtesy of HAN ETF
Courtesy of Interactive Investor