Defense and Energy in a Shifting Landscape
The recent diplomatic overtures between Russia and North Korea, epitomized by Foreign Minister Sergey Lavrov’s July 2025 visit to Pyongyang, underscore a deepening strategic alliance with profound implications for global markets. This partnership, rooted in military collaboration and economic interdependence, is reshaping geopolitical dynamics and creating both risks and opportunities for investors. In this analysis, we explore how defense contractors and energy infrastructure firms stand to benefit—or suffer—from the evolving Russia-North Korea axis, while offering actionable insights for strategic allocations.
Defense Sector: A Boom in Military Logistics and Munitions
The Lavrov-led talks have formalized a de facto military…
