the FTSE 100 The pioneering participation index rises again after a few months. Looking at the British blue slide shares licenses and changing investor priorities, I think there is room for other great gains.

By following what he described “Difficult market conditions in February and March,, Chase He said that the background was more positive since April, “With the Trump administration’s approval of a number of commercial deals, including the UK, and with interest rates it was reduced by the Bank of England“.

More specifically, the Investment Bank said.We see the rotation of American assets to Europe and a greater institutional positive towards the United Kingdom“.

This may not be a surprise for long -term observers in the stock market in London. Not mine. The UK is home to a wealth of quality shares that are traded without its true value. With fears of the American exceptional erosion in which it crawls, anxiety about the huge assessments of the US -to -American stocks, I think the shift towards British stocks can continue.

FTSE deal

But what are the UK shares that can rise strongly from the current levels? Babkok International (LSE: BAB) is, in my opinion, is still a large number of its value despite the rise in the share price of 108 % in 2025.

At a price of 10.52 pounds per share, FTSE 100 Business shall be traded to the price ratio (P/E) 20.3 times based on current estimates.

This may not seem like anything screaming at first glance. It is close to twice the average foot about 11 times.

But in the context of the broader defense industry, it represents a good value in my book. To put P/E in the context, Wisdomtree EuropE Defense Etf – which includes 24 large and medium-sized companies- carrying a reading of 31.4 times.

Investing in individual shares is more dangerous than buying a trading box (ETF) that publishes investor money. One of the specific defects is that the sources of Babkok (about 75 %) of revenues from the United Kingdom, which makes it less geographical diversified than the traded investment boxes such as Wisdomtree’s.

However, I think Babkuk’s shares are more than compensation for this obstacle. Moreover, the future outlook for defensive spending in the UK is in a clear upward path – last week, the government pledged to raise arms expenditures to 2.6 % of GDP by 2027, making it one of the most expensive NATO.

Stocks for these times

Unfortunately, the world became more dangerous, as it showed the conflict that broke out between Israel and Iran last week. In this climate, global defense budgets (which have risen at the fastest pace since 1988 last year, according to the Stockholm International Peace Research Institute, or SIPRI) must continue to rise sharply.

With a wide range of engineering, support and training services, Babcock is in a strong position to develop sales in this scene. The primary revenue and the basic operational profit here increased by 11 % and 17 %, respectively, in the last fiscal year (to March 2025).

Defense shares are not for everyone, given clear ethical considerations. On the other hand, some investors believe that these companies provide a vital service in protecting the country’s national interests. For the last group, I think the FTSE 100 share deserves serious attention today.