These 23 stocks and ETFs will benefit from the 6 most important...

These 23 stocks and ETFs will benefit from the 6 most important changes for stock-market investors under Biden


A Porsche Taycan sportscar on the production line in Germany.

An easing of geopolitical tensions will favor these sectors and stocks

President Donald Trump’s approach to foreign relations ruffled a lot of feathers.

Things should calm down under Biden, says Fall Ainina, deputy director of research for James Investment Research.

He thinks friction with China will ease, and that will help stocks in Chinese markets.

“I think in a Biden administration these types of surprises will happen less often,” says Nick Niziolek who helps manage the Calamos Evolving World Growth Fund.

He thinks a more telegraphed foreign policy will be bullish for Chinese stocks.

He favors inward-facing companies that benefit from President Xi Jinping’s emphasis on developing domestic consumption as the next leg of growth.

He is worth listening to.

His Evolving World Growth Fund beats the MSCI Emerging Markets Index and competitors in its diversified emerging fund category by 8.7 and 9.1 percentage points annualized over the past three years, according to Morningstar.

European stocks may benefit, too, since many sectors there have been singled out for tariffs.

This risk may diminish under Biden, says Ainina.

He cites the European car makers Daimler , BMW, Volkswagen and Porsche, as well as ABB in robotics and electrical equipment, James Hardie Industries in building materials and Iberdrola a Spanish utility.

Both money managers expect emerging markets will do well because of all the stimulus pumped into economies around the world to fight the COVID-19 economic slowdown.

www.marketwatch.com