Euro defense stocks and China win from strained U.S.-Ukraine relations: Evercore ISI's Guha
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Krishna Guha from Evercore ISI suggests that European defense stocks and China could benefit from strained U.S.-Ukraine relations. The geopolitical landscape is shifting, potentially impacting various markets.
February 28, 2025 | 11:00 pm
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Evercore ISI's Krishna Guha discusses the impact of U.S.-Ukraine relations on markets, suggesting potential benefits for European defense stocks and China.
Evercore ISI is mentioned as the source of the analysis, but the direct impact on Evercore's stock is not clear. The focus is on the geopolitical analysis provided by Krishna Guha.
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