【木野内栄治の防衛銘柄解説】注目銘柄／防衛テックETF／宇宙・造船・通信／長期マーケットトレンドと防衛株／防衛株は次のテクノロジー投資／高市政権の成長戦略

[Sponsored by Global X Japan] "＆SKILL SET" is a program that teaches essential skill sets for business professionals by showcasing the unique services and methods of various companies. This time, the theme is "Defense Tech: The Next Main Battlefield of Technology Investment," and we spoke with Eiji Kinouchi of Daiwa Securities and Noriaki Saito of Global X Japan. ▼ Details of GlobalX Defense Tech - Japan Stock ETF (513A) can be found here: https://bit.ly/4mTk2ex ▼ Table of Contents 00:00 Digest 01:13 Main Content Starts 04:28 Long-Term Market Trends and Defense Stock Investing 09:44 The New Investment Keyword "HALO" 17:47 Featured Defense Stocks 23:48 Detailed Explanation of GlobalX Defense Tech - Japan Stock ETF (513A) 28:54 Risks 33:24 Benefits of Investing in GlobalX Defense Tech - Japan Stock ETF 35:26 Is Defense Stock Investing Offensive or Defensive? 38:45 Who is this ETF Suitable for? ▼ Cast Information Eiji Kinouchi | Chief Technical Analyst and Theme Researcher, Daiwa Securities Ranked #1 in the Nikkei Veritas "Popular Analyst Survey" Technical Category 22 times. In the QUICK Monthly Survey Awards, the company won the equity category twice, in 2021 and 2023, becoming the first company since the program's inception to receive this award twice. Noriaki Saito | Global X Japan, Investment Solutions Department, Investment Strategy Team After working at a major domestic asset management company affiliated with a bank, he joined Global X Japan in 2024. Currently, he is responsible for formulating investment strategies and developing products. He is also in charge of developing the Global X Defense Tech - Japan Equity ETF (513A). #investment #nisa #defensestocks #etf #defense #business #pivot