10 sectors to watch when Hillary Clinton or Donald Trump become president
Disruption factor: International trade relations and the steel industry
Market exposure: VanEck Vectors Gold Miners ETF (GDX), Materials Select Sector SPDR (XLB)
Ms. Clinton is expected to be more aggressive than President Obama in enforcing trade laws. Her general rhetoric about leveling the playing field would be good for materials stocks.
Mr. Trump has aggressively campaigned for U.S.-China trade reforms, including penalizing China and other trade partners with sanctions that could backfire. Mr. Trump's stance to support U.S. companies is clearly more aggressive than is Mrs. Clinton's.