Citat:
Trump Will Fire Up Military Stocks
Donald Trump is seen as the hawk of the 2016 presidential campaign, promising to expand America’s military and increase defense spending. As a result, a Trump presidency should be a welcome sign for the companies that supply the U.S. military with weaponry, technology and more, analysts say.
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The Republican nominee plans to ask Congress to scrap the budget cuts mandated by sequestration, which took effect in 2013. The real-estate mogul also intends to have an active Army of 540,000 troops, among other gains in personnel, and invest in missile defense systems. The numbers were presented during a September speech focusing on national security policies.
CFRA Research analyst Jim Corridore said Trump would likely pursue more investments in surveillance, but his primary focus will be military firepower. That means contractors building armored vehicles, tanks, ships and aircraft would fare better if Trump wins.
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Trump is calling for allies to commit more funding for military services, particularly those provided by the U.S. The move would perhaps offset some of the growth in America’s defense budget under a Trump administration. Just five of NATO’s 28 members currently follow the alliance’s guidelines for military spending at 2% of GDP.
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CFRA noted that Hillary Clinton, the Democratic nominee, is also seen as “quite hawkish.” Her primary focus would likely be on different areas of defense, such as drones, surveillance and intelligence.
Still, Clinton’s pursuit of other domestic programs would mean overall defense spending is unlikely to increase significantly, CFRA surmised.
