BPO TV

Join us for a tactical deep dive into the Defence sector in this special episode of our 2025 Meet the Analyst series.

Bell Direct’s Senior Market Analyst, Grady Wulff, sits down with Bell Potter Industrials Analyst, Daniel Laing, to explore one of the market’s most talked-about themes, defence stocks.

From unpacking global defence spending trends to identifying the standout stocks riding the drone warfare wave, including why Daniel remains bullish on DroneShield (ASX:DRO). This conversation is essential viewing for investors seeking exposure to a high-growth thematic heading into FY26.

In this video, Daniel discusses:

• (0:42): The outlook for defence spending and its impact on the ASX
• (2:18): how drone technology is reshaping military strategy and who’s set to benefit
• (3:17): country-specific tailwinds and where the contracts are flowing
• (4:25): the key risks facing the sector in FY26
• (5:14): how investors can gain exposure to the Defence theme
• (7:03): why DroneShield (ASX:DRO) remains a standout pick
• (8:40): broader market outlook and what FY26 might hold for investors.
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Note: This interview was filmed on 8 July 2025.