The upcoming U. S. presidential election is generating interest in certain stocks that could perform well based on who wins. According to Strategas, former President Donald Trump and Vice President Kamala Harris have stark differences in their policies, particularly in areas like trade, foreign policy, regulations, and immigration. This election could significantly impact the market, making the outcome more investable than ever, as analyst Daniel Clifton noted.

Trade policies, for instance, could determine global growth and earnings. Trump proposed aggressive tariffs, especially on Chinese goods, which could potentially boost tech stocks and Indian investments. Investments like Invesco QQQ Trust, iShares MSCI India ETF, and Cleveland-Cliffs could benefit under a Trump administration.

Immigration is another key issue. Trump’s strict stance could benefit law enforcement technology companies, such as Axon Enterprise, which has seen significant stock growth this year. In the mergers and acquisitions space, Lazard could also see gains if Trump wins.

On the other hand, Harris’s promise of reduced trade tensions could benefit logistics companies like FedEx. Additionally, her support for clean energy could stabilize renewable energy tax credits, benefiting companies like NextEra Energy.

Support for Ukraine is another crucial point. Harris accused Trump of potentially withdrawing support, which could impact defense stocks. If Harris wins, companies like RTX could benefit from continued U. S. support.

Investing Based on U. S. Presidential Election Outcomes

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