El negocio de la guerra: de la inversión en tanques a la defensa del software

¿Estamos ante un nuevo superciclo en defensa? Europa podría destinar más de 330.000 millones de dólares al año solo en gasto militar. Una cifra que cambia por completo el tablero… también para los inversores. En este Foco Semanal analizamos por qué el sector defensa ha pasado de estar fuera del radar a convertirse en una de las grandes temáticas de inversión. No es solo la guerra en Ucrania o la tensión en Oriente Medio. Hay un cambio estructural detrás: décadas de infrainversión, nuevas amenazas como los drones y un giro tecnológico que está transformando la industria.

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