Midcaps and defence stocks rally after Conservative win in Germany

Recent political shifts in Germany have ignited renewed investor enthusiasm, driving a rally in midcap and defence stocks. The outcome signals potential for increased government spending in defence and a more stable policy environment, bolstering market confidence. Midcap companies are drawing renewed attention as investors seek opportunities amid favourable political realignment, while defence firms stand to benefit from anticipated policy initiatives. This evolving sentiment hints at a broader market recalibration, where the interplay between politics and corporate performance could unlock...