Per the council of foreign relations, these are the following current global conflicts. I've included a brief description of each conflict. It's important to understand these if you're planning or already are investing in defense stocks.
Per TA, I've labeled bearish price targets, bullish price targets, relevant trends. It looks overvalued from analysis on ITA, but there is upside. I'd say that short term probably favors bulls (talking maybe weeks if not less), mid term probably favors the bears (multiple months), long term will likely favor bulls, but it will depend on the movement we see over FEB and March.
Global Conflict Summary
Americas Criminal Violence in Mexico The criminal violence in Mexico involves various organizations such as Sinaloa, Los Zetas, Tijuana/AFO, Juárez/CFO, Beltrán Leyva, Gulf, La Familia Michoacana, the Knights Templar, and Cartel Jalisco Nuevo Generación (CJNG). The violence is attributed to the increase in crime rates and the limited interventions by the state and municipal police.
Instability in Haiti The instability in Haiti involves the government, opposition parties, and the international community. The crisis revolves around the dispute over the presidential term and the government’s inability to control skyrocketing prices of commodities.
Instability in Venezuela Venezuela is facing an unprecedented social and humanitarian collapse due to poor economic policies, political conflict, and the international community’s unsuccessful attempts to bring about positive change. The conflict involves the government under President Nicolás Maduro and opposition groups.
Asia Instability in Afghanistan Since the Taliban reclaimed control of Afghanistan in 2021, the country has further plunged into political and economic instability. The conflict involves the Afghan government, the Taliban, and various local and international actors.
Territorial Disputes in the South China Sea China’s sweeping claims of sovereignty over the sea have antagonized competing countries. The key parties involved in this territorial dispute are China, the Philippines, and the US.
North Korea Crisis North Korea could resort to nuclear weapons in a crisis as it is making significant progress toward implementing a more robust nuclear strategy. The crisis involves North Korea, South Korea, the United States, Japan, and other international actors.
Instability in Pakistan Pakistan continues to face multiple sources of internal and external conflict. Extremism and intolerance of diversity and dissent have grown, threatening the country’s prospects for social cohesion and stability. The conflict involves the Pakistani government, opposition groups like the Pakistan Muslim League and the Pakistan Peoples Party, and militant groups like the Tehrik-e-Taliban Pakistan (TTP).
Conflict Between India and Pakistan Since 1947, India and Pakistan have been involved in a number of wars, conflicts, and military standoffs, with the Kashmir conflict serving as the catalyst for every war between the two states. The conflict primarily involves India and Pakistan, with the disputed region of Kashmir being a major point of contention.
Confrontation Over Taiwan Tensions are rising over Taiwan as China’s power and assertiveness grows, competition between the U.S. and China spreads, and the Taiwanese people develop a distinct identity increasingly disassociated from the mainland. The key parties involved in this conflict are China, Taiwan, and the US.
Civil War in Myanmar The civil war in Myanmar escalated significantly in response to the 2021 military coup d’état and the subsequent violent crackdown on anti-coup protests. The conflict involves the National Unity Government, People’s Defence Force, Chinland Defence Force, Chin National Defence Force, Karenni Nationalities Defence Force, and other ethnic armed organizations against the State Administration Council and Tatmadaw.
Europe and Eurasia War in Ukraine The war in Ukraine involves Ukraine and Russia. The conflict is over the sovereignty of Crimea and parts of eastern Ukraine, which Russia annexed in 2014.
Nagorno-Karabakh Conflict The Nagorno-Karabakh conflict involves Armenia and Azerbaijan. The dispute is over the Nagorno-Karabakh region, which is internationally recognized as part of Azerbaijan but is governed by ethnic Armenians.
Middle East and North Africa Conflict in Syria The conflict in Syria involves the Syrian government, opposition groups, and various international actors. The civil war began in 2011 as part of the Arab Spring protests and has since escalated into a multi-sided conflict involving numerous factions and foreign powers.
Instability in Iraq The instability in Iraq involves the Iraqi government, various ethnic and religious groups, and international actors. The conflict stems from sectarian tensions, political instability, and the presence of ISIS.
Israeli-Palestinian Conflict The Israeli-Palestinian conflict involves Israel, Palestine, and various international actors. The conflict is over the sovereignty of the Palestinian territories and the establishment of a Palestinian state alongside Israel.
Sub-Saharan Africa Conflict in the Central African Republic The conflict in the Central African Republic involves the government, various rebel groups, and international actors. The conflict stems from political instability, ethnic tensions, and control over the country’s rich natural resources.
Conflict in Ethiopia The conflict in Ethiopia involves the Ethiopian government, the Tigray People’s Liberation Front, and various ethnic and regional groups. The conflict stems from political tensions, ethnic disputes, and disagreements over the country’s system of ethnic federalism.
Please note that this is a brief summary and does not cover all aspects of the conflicts. For more detailed information, please conduct further research.
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