Europe’s structural shift: defence and infrastructure in focus | The Next Big Thing

Europe is entering a new phase, one defined by defence spending, infrastructure investment and a renewed focus on strategic autonomy.

In this episode of The Next Big Thing, Mobeen Tahir is joined by Aneeka Gupta and Baoqi Zhu to unpack two of the most important themes shaping Europe today: defence and infrastructure. From the shift from budgets to execution in defence, to the growing investment gap in infrastructure, they explore how policy, geopolitics, and long-term demand are driving a structural transformation.