Current Trends: Defence and Tech Lead, Commodities Lagging?
In the current market environment, the FTSE 100 is experiencing a fascinating divergence in sector performance. Defence contractors and select technology firms are seeing strong upward momentum, driven by geopolitical factors and increasing investment in digital infrastructure. Conversely, some traditional heavyweights like mining and oil companies are facing headwinds due to fluctuating commodity prices and global supply chain adjustments. This selective strength highlights the importance of sector analysis for traders looking to capitalize on the market’s evolving dynamics and identify pockets of growth or potential weakness within the diversified index.