The Geopolitics of Rearmament: How K-Defense Exports Are Locking South Korean Companies into the Global Arms Race
1. Global Trigger: The Macro Shift It is March 2026, and the global security landscape is hardening considerably. We are seeing major economies prioritize defense spending, driven by persistent regional tensions. China’s upcoming five-year plan, with expected GDP growth targets around 4.5 to 5 percent, signals continued state-directed military modernization. Meanwhile, Japan’s decisive election…










