Regardless who gets the White House these stocks could win

TOKYO, Japan - May 12, 2016 - PRLog -- The path to the White House is loaded with candidate guarantees, however both Hillary Clinton and Donald Trump would stay focused on spending that benefits two key business sectors in the wake of taking office.

"The way I believe that investors viewing this race should think is that infrastructure [spending] is going to go up regardless of who gets in. Defence is going to increase regardless of who gets in," said Graham Palm, Executive Vice President at Shizuoka Financial.

The rest is unclear, with Trump's positions fluffy on numerous subjects, and Clinton seen leaning more to the left than she would, were it not for her protracted competition against Vermont Sen. Bernie Sanders.
Trump has said he will take a good look at taxes, and that could benefit multinationals. Clinton has held fast on Medicare, or Obamacare as its commonly known, and that could hurt pharmaceuticals, while Trump is against Obamacare so that may affect care organizations. Clinton is liable to proceed with the Obama position on renewable energy, while Trump has not explained his thinking on that subject.

"I'm seeing two altogether different financial approaches, where the Trump policies are centred on corporate tax changes, and the Hillary policies are focused on infrastructure improvement," said Palm.
Trump is immediately linked with defence and infrastructure. In his triumphant discourse in Indiana Tuesday where he secured the lead in the GOP race, he promised to spend to reconstruct America's bridges and main highways and to "take out ISIS."

"The defence industry is going to stay hot regardless of who is President," said Kim Wallace, head of Washington strategy research at Renaissance Macro. Wallace said the supplies of defence contractors started increasing when it looked like President Obama would make a move on Syria in 2013.
Wallace said the financing for that action appears in the overseas work record, not the Pentagon spending plan. Spending extended to $74 billion this year from $60 billion a year ago. "It's difficult to see it decreasing," he said.
Whether on a very basic level, justified or not, defence shares began moving higher in 2013, said Wallace. Northrop Grumman has increased more than 200% since the beginning of 2013, and both Lockheed and Raytheon have dramatically increased.

"The one clear victor, whether it's Trump or Hillary, is the defence sector. She would need to demonstrate she's truly hawkish. I think there would be an exceptionally strong foreign policy and defence stocks will increase, and I think with him too," said Greg Valliere, top strategist with Horizon Investments. Valliere said both Clinton and Trump could face some contention when they take office.
Infrastructure shares have been on the rise, yet spending could garner support with new incentives from both candidates.

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