as @broken-ego said in a previous post (6 mo. ago)
Ukraine's reconstruction “will take a decade”. It will require heavy investment in concrete, building companies, labour productivity will go up.
The trauma of loss will mean investments in military to prevent or hedge against future aggression. It will increase physical security investments. It will lead to investment in rebuilding the human psyche: Universities doing research, granting doc degrees in humanities and medicine (higher education = higher gdp growth).
Hospitals will need medical equipment (bullish on medical suppliers), gasses, non medical supplies.
If war supposedly “ends” tomorrow (in example, both sides hold fire like South Korea/North Korea) whicks stocks are positively affected by Ukraine's reconstruction?
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