Pakistan Eyes Major Chinese Weapons Deal
It started as a whisper in the defense corridors, but now it’s exploding across global markets, Pakistan is reportedly stepping up to strike a massive arms deal with China. This goes beyond a simple military alliance, it could be one of Islamabad’s boldest moves in years. According to Bloomberg, Pakistan is in talks to acquire 40 J-35 fifth-generation stealth fighter jets, KJ-500 airborne warning and control aircraft, and HQ-19 ballistic missile defense systems.
That’s not a small shopping list, it’s a large sign. The J-35, produced by AVIC Shenyang and first showcased at the 2024 Zhuhai Airshow, has quickly become a top priority in global discussions. This sale would be the first foreign sale for the aircraft, a milestone bound to shake up defense markets.
The Rollercoaster Ride of Chinese Defense Stocks
The stock market thrives on stability and despises unpredictability but nothing excites it more than a dramatic resurgence.
It was not so long ago that Chinese military stocks dropped when India’s “Operation Sindoor” reportedly exposed the weaknesses of the very same jets made in China. Fragments of China’s PL-15E missile were found deep within Indian territory, putting China in an awkward situation by serving as proof against China’s defense exports.
A Sudden Shift: A New Strategic Direction
Stocks in AVIC Shenyang didn’t simply rise Monday; they shot above the Shanghai Stock Exchange’s 10% daily limit. Meanwhile, the market continues its upward momentum for the third consecutive day. That’s not chance; that’s a rally. Other defense firms like Aerospace Nanhua, Inner Mongolia First Machinery, and AVIC Heavy Machinery moved closely behind, up between 2% and 15%. Panicked investors are scrambling to secure their positions.
Future Consequences for the Chinese Defense Complex
If Pakistan finalizes the deal, China would join the select few nations that have sold stealth combat aircraft to other countries, an arena traditionally dominated by Western powers. Beyond being a profitable venture, it serves as a powerful tool for global influence.
The J-35’s entry into the export market would be a game-changer. It’s sleek, stealthy, and if Pakistan becomes its first buyer, others could follow. China’s defense sector may finally be stepping into the global spotlight it has long been preparing for.
Conclusion: A Watchful Eye on Global Defense Trends
While under intense international scrutiny, this was less about weapons and more about influence, strategy, and control. The markets have weighed in and, at least for now, are all-in on China’s next move. Whether or not this deal secures a new international order or goes up in smoke is yet to be determined but for today, Chinese defense stocks soar again.
