In today’s Issue:

  • A defence industry that can’t kill?
  • Why Japanese arms stocks are a minefield
  • The end of constitutional pacifism

Seven years ago, we published a report on Japan’s coming rearmament.

At the time, it wasn’t obvious. Defence spending was still subdued. The shift hadn’t fully begun.

But the direction was clear.

We built a watchlist of ten stocks positioned to benefit.

Most of them have surged since.

Now, something has changed again.

This week, Japan effectively fired the starting gun on the next phase of that trend — one that could be even more significant than the first.

New spending. New priorities. And a new wave of opportunity beginning to take shape.

We break it down in this video, including what’s changed, why it matters, and where we’re looking next.

Until next time,


Nick Hubble
Editor at Large