Higher Japanese defence spending targets imply more orders for Kawasaki Heavy Industries' defence business, lifting its shares.
銘柄への影響 4
Defense & Geopolitical Fragmentation
7012
▲ ポジティブ需要関連度
7013
▲ ポジティブ需要関連度
Japan's planned defence budget hike to 3.5% of GDP boosts expected demand for IHI's defence equipment, lifting its shares.
Financials
その他
%Japan Government Bond 10Y
JP-10Y
▼ ネガティブ金融政策関連度
Higher defence spending raises fiscal concerns, pushing 10-year JGB yields to their highest since 1996 (bond prices fall).