From the New York Times:
In truth, it’s impossible to predict how the markets would settle into a Trump presidency, despite the speculation on all sides. In all likelihood, it will take time for investors to truly make sense and “math out” how his policies would affect the economy. Yes, the Mexican peso would most likely fall on fears of a trade fight – Goldman Sachs says it could fall by as much as 25 per cent – and shares of insurance companies could tumble on the uncertainty of what would happen if Obamacare were repealed.
But oil companies and other sectors of the traditional energy industry would be likely to rally given Trump’s plan to repeal regulations. (Renewable energy companies would fall.) Health care and biotechnology stocks, which have been driven down over concerns that Clinton will seek greater regulation and possibly even price controls, might also pop.
