re: North Korean crisis

quote:

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Obviously the defense sector in the market would take off

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Not sure that's really the case. Such a war is likely to be short. Weapons and ammo would have to be replaced and all but that's about it.

Which sectors would do well depends a bunch on how everything settles out. If China takes over NK then Chinese companies should do well in the subsequent development of the NK economy. If South Korea does then it's their companies that would do well. Everyone would look to the development of East Germany as a model.